AWM
Avondale Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Buy |
44,796
+37,671
| +529% | +$8.99M | 5.97% | 5 |
|
|
2025
Q1 | $1.34M | Buy |
7,125
+4,300
| +152% | +$809K | 0.84% | 19 |
|
|
2024
Q4 | $609K | Sell |
2,825
-1,996
| -41% | -$430K | 0.39% | 30 |
|
|
2024
Q3 | $1.11M | Buy |
4,821
+3,110
| +182% | +$717K | 0.72% | 19 |
|
|
2024
Q2 | $422K | Buy |
1,711
+1,300
| +316% | +$321K | 0.29% | 33 |
|
|
2024
Q1 | $92.9K | Buy |
+411
| New | +$92.9K | 0.07% | 66 |
|