B. Riley Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,344
| Closed | -$685K | – | 807 |
|
|
2022
Q1 | $685K | Buy |
4,344
+444
| +11% | +$70K | 0.05% | 273 |
|
|
2021
Q4 | $705K | Sell |
3,900
-396
| -9% | -$71.6K | 0.05% | 279 |
|
|
2021
Q3 | $638K | Buy |
+4,296
| New | +$638K | 0.05% | 292 |
|
|
2014
Q3 | – | Sell |
-450
| Closed | -$12K | – | 1154 |
|
|
2014
Q2 | $12K | Buy |
+450
| New | +$12K | 0.01% | 785 |
|