Avitas Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.3M | Sell |
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|
2024
Q3 | $1.47M | Buy |
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|
2024
Q2 | $1.33M | Buy |
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|
2024
Q1 | $1.21M | Sell |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $838K | Sell |
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|
2023
Q2 | $900K | Buy |
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|
2023
Q1 | $783K | Buy |
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|
2022
Q4 | $590K | Buy |
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|
2022
Q3 | $395K | Sell |
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|
2022
Q2 | $676K | Buy |
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|
2022
Q1 | $890K | Buy |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $606K | Sell |
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|
2021
Q2 | $621K | Buy |
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|
2021
Q1 | $439K | Buy |
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|
2020
Q4 | $389K | Buy |
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