Apella Capital’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 | $473K | Sell |
1,981
-50
| -2% | -$11.9K | 0.01% | 300 |
|
|
2025
Q1 | $373K | Buy |
2,031
+51
| +3% | +$9.36K | 0.01% | 280 |
|
|
2024
Q4 | $427K | Buy |
1,980
+5
| +0.3% | +$1.08K | 0.02% | 247 |
|
|
2024
Q3 | $449K | Buy |
1,975
+24
| +1% | +$5.45K | 0.02% | 224 |
|
|
2024
Q2 | $506K | Buy |
1,951
+1
| +0.1% | +$259 | 0.02% | 201 |
|
|
2024
Q1 | $438K | Buy |
1,950
+165
| +9% | +$37.1K | 0.02% | 202 |
|
|
2023
Q4 | $321K | Hold |
1,785
| – | – | 0.02% | 232 |
|
|
2023
Q3 | $282K | Sell |
1,785
-348
| -16% | -$55K | 0.02% | 223 |
|
|
2023
Q2 | $360K | Buy |
+2,133
| New | +$360K | 0.03% | 195 |
|
|
2022
Q4 | $203K | Buy |
+1,752
| New | +$203K | 0.02% | 227 |
|
|
2022
Q3 | – | Sell |
-1,737
| Closed | -$202K | – | 219 |
|
|
2022
Q2 | $202K | Buy |
1,737
+423
| +32% | +$49.2K | 0.02% | 211 |
|
|
2022
Q1 | $207K | Buy |
+1,314
| New | +$207K | 0.03% | 201 |
|