Asset Dedication LLC’s iShares Semiconductor ETF SOXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.77K Hold
2025
Q1
$3.76K Hold
2024
Q4
$4.31K Hold
2024
Q3
$4.61K Sell
2024
Q2
$60.4K Buy
2024
Q1
$51K Hold
2023
Q4
$43K Hold
2023
Q3
$36K Hold
2023
Q2
$38K Hold
2023
Q1
$33K Hold
2022
Q4
$26K Hold
2022
Q3
$24K Buy
2022
Q2
Sell
2022
Q1
$35K Hold
2021
Q4
$41K Buy