Atria Wealth Solutions’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.35M | Sell |
14,002
-30,909
| -69% | -$7.4M | 0.08% | 290 |
|
|
2025
Q1 | $8.45M | Sell |
44,911
-6,890
| -13% | -$1.3M | 0.1% | 214 |
|
|
2024
Q4 | $11.2M | Sell |
51,801
-6,167
| -11% | -$1.33M | 0.12% | 173 |
|
|
2024
Q3 | $13.4M | Sell |
57,968
-74
| -0.1% | -$17.1K | 0.14% | 150 |
|
|
2024
Q2 | $14.3M | Sell |
58,042
-5,288
| -8% | -$1.3M | 0.16% | 132 |
|
|
2024
Q1 | $14.3M | Sell |
63,330
-13,440
| -18% | -$3.04M | 0.16% | 140 |
|
|
2023
Q4 | $14.7M | Buy |
76,770
+6,360
| +9% | +$1.22M | 0.18% | 116 |
|
|
2023
Q3 | $11.1M | Buy |
70,410
+2,292
| +3% | +$363K | 0.16% | 141 |
|
|
2023
Q2 | $11.5M | Sell |
68,118
-4,638
| -6% | -$784K | 0.16% | 134 |
|
|
2023
Q1 | $10.8M | Buy |
72,756
+6,402
| +10% | +$949K | 0.16% | 137 |
|
|
2022
Q4 | $7.7M | Sell |
66,354
-8,205
| -11% | -$952K | 0.12% | 177 |
|
|
2022
Q3 | $7.92M | Buy |
74,559
+36,549
| +96% | +$3.88M | 0.14% | 154 |
|
|
2022
Q2 | $4.43M | Sell |
38,010
-24,060
| -39% | -$2.8M | 0.08% | 240 |
|
|
2022
Q1 | $9.79M | Buy |
+62,070
| New | +$9.79M | 0.16% | 130 |
|