Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Hold |
660
| – | – | ﹤0.01% | 473 |
|
|
2025
Q1 | $124K | Buy |
660
+30
| +5% | +$5.65K | ﹤0.01% | 510 |
|
|
2024
Q4 | $136K | Hold |
630
| – | – | ﹤0.01% | 503 |
|
|
2024
Q3 | $145K | Sell |
630
-348
| -36% | -$80.2K | ﹤0.01% | 493 |
|
|
2024
Q2 | $241K | Hold |
978
| – | – | ﹤0.01% | 421 |
|
|
2024
Q1 | $221K | Buy |
978
+315
| +48% | +$71.2K | ﹤0.01% | 441 |
|
|
2023
Q4 | $128K | Buy |
+663
| New | +$128K | ﹤0.01% | 540 |
|
|
2022
Q3 | – | Sell |
-345
| Closed | -$40.2K | – | 1264 |
|
|
2022
Q2 | $40.2K | Buy |
+345
| New | +$40.2K | ﹤0.01% | 606 |
|