Angeles Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $157K | Sell |
657
-150
| -19% | -$35.8K | 0.01% | 346 |
|
|
2025
Q1 | $152K | Hold |
807
| – | – | 0.01% | 293 |
|
|
2024
Q4 | $174K | Buy |
807
+318
| +65% | +$68.5K | 0.01% | 298 |
|
|
2024
Q3 | $113K | Sell |
489
-201
| -29% | -$46.3K | 0.01% | 279 |
|
|
2024
Q2 | $170K | Buy |
690
+204
| +42% | +$50.3K | 0.02% | 231 |
|
|
2024
Q1 | $110K | Sell |
486
-471
| -49% | -$106K | 0.01% | 237 |
|
|
2023
Q4 | $184K | Buy |
957
+672
| +236% | +$129K | 0.02% | 198 |
|
|
2023
Q3 | $45K | Hold |
285
| – | – | 0.01% | 199 |
|
|
2023
Q2 | $48.2K | Buy |
285
+150
| +111% | +$25.4K | 0.01% | 202 |
|
|
2023
Q1 | $20K | Buy |
135
+45
| +50% | +$6.67K | ﹤0.01% | 198 |
|
|
2022
Q4 | $10.4K | Sell |
90
-135
| -60% | -$15.7K | ﹤0.01% | 206 |
|
|
2022
Q3 | $24K | Buy |
+225
| New | +$24K | ﹤0.01% | 197 |
|