Apexium Financial’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 | $841K | Sell |
3,522
-843
| -19% | -$201K | 0.04% | 140 |
|
|
2025
Q1 | $821K | Buy |
4,365
+834
| +24% | +$157K | 0.05% | 135 |
|
|
2024
Q4 | $761K | Hold |
3,531
| – | – | 0.05% | 127 |
|
|
2024
Q3 | $814K | Buy |
3,531
+921
| +35% | +$212K | 0.05% | 109 |
|
|
2024
Q2 | $644K | Buy |
2,610
+609
| +30% | +$150K | 0.05% | 121 |
|
|
2024
Q1 | $452K | Hold |
2,001
| – | – | 0.03% | 151 |
|
|
2023
Q4 | $384K | Hold |
2,001
| – | – | 0.03% | 193 |
|
|
2023
Q3 | $317K | Hold |
2,001
| – | – | 0.03% | 168 |
|
|
2023
Q2 | $338K | Hold |
2,001
| – | – | 0.03% | 168 |
|
|
2023
Q1 | $297K | Hold |
2,001
| – | – | 0.03% | 172 |
|
|
2022
Q4 | $232K | Buy |
+2,001
| New | +$232K | 0.02% | 188 |
|