Atria Wealth Solutions’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,489
| Closed | -$420K | – | 1853 |
|
|
2025
Q1 | $420K | Sell |
12,489
-8,221
| -40% | -$277K | 0.01% | 1274 |
|
|
2024
Q4 | $812K | Sell |
20,710
-89
| -0.4% | -$3.49K | 0.01% | 1009 |
|
|
2024
Q3 | $847K | Buy |
20,799
+857
| +4% | +$34.9K | 0.01% | 976 |
|
|
2024
Q2 | $859K | Sell |
19,942
-1,232
| -6% | -$53.1K | 0.01% | 949 |
|
|
2024
Q1 | $817K | Buy |
21,174
+4,234
| +25% | +$163K | 0.01% | 1000 |
|
|
2023
Q4 | $557K | Buy |
+16,940
| New | +$557K | 0.01% | 1147 |
|