B. Riley Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Buy |
+2,834
| New | +$676K | 0.03% | 425 |
|
|
2024
Q4 | $2.16M | Sell |
10,026
-4,807
| -32% | -$1.04M | 0.07% | 264 |
|
|
2024
Q3 | $3.41M | Buy |
14,833
+8,800
| +146% | +$2.02M | 0.09% | 209 |
|
|
2024
Q2 | $1.49M | Buy |
6,033
+4,130
| +217% | +$1.02M | 0.04% | 419 |
|
|
2024
Q1 | $905K | Sell |
1,903
-2,003
| -51% | -$952K | 0.02% | 556 |
|
|
2023
Q4 | $750K | Sell |
3,906
-1,803
| -32% | -$346K | 0.02% | 630 |
|
|
2023
Q3 | $905K | Buy |
5,709
+1,377
| +32% | +$218K | 0.02% | 556 |
|
|
2023
Q2 | $733K | Sell |
4,332
-1,410
| -25% | -$238K | 0.02% | 683 |
|
|
2023
Q1 | $851K | Sell |
5,742
-357
| -6% | -$52.9K | 0.02% | 590 |
|
|
2022
Q4 | $707K | Buy |
6,099
+2,172
| +55% | +$252K | 0.02% | 658 |
|
|
2022
Q3 | $418K | Sell |
3,927
-1,812
| -32% | -$193K | 0.01% | 838 |
|
|
2022
Q2 | $670K | Sell |
5,739
-3,516
| -38% | -$410K | 0.03% | 548 |
|
|
2022
Q1 | $1.46M | Buy |
9,255
+246
| +3% | +$38.8K | 0.05% | 371 |
|
|
2021
Q4 | $1.63M | Buy |
+9,009
| New | +$1.63M | 0.05% | 395 |
|
|
2015
Q1 | – | Sell |
-480
| Closed | -$15 | – | 1771 |
|
|
2014
Q4 | $15 | Buy |
+480
| New | +$15 | ﹤0.01% | 2674 |
|
|
2014
Q3 | – | Sell |
-96
| Closed | -$2.77K | – | 1710 |
|
|
2014
Q2 | $2.77K | Buy |
+96
| New | +$2.77K | ﹤0.01% | 2180 |
|