Bay Harbor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $611K | Hold |
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|
2025
Q2 | $538K | Hold |
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|
2025
Q1 | $424K | Hold |
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|
2024
Q4 | $485K | Hold |
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|
2024
Q3 | $519K | Buy |
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|
2024
Q2 | $513K | Hold |
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|
2024
Q1 | $470K | Hold |
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|
2023
Q4 | $400K | Hold |
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|
2023
Q3 | $330K | Hold |
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|
2023
Q2 | $352K | Hold |
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|
2023
Q1 | $309K | Hold |
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|
2022
Q4 | $241K | Hold |
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|
2022
Q3 | $221K | Hold |
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|
2022
Q2 | $243K | Hold |
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|
2022
Q1 | $328K | Hold |
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|
2021
Q4 | $331K | Sell |
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|
2021
Q3 | $317K | Hold |
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|
2021
Q2 | $322K | Hold |
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|
2021
Q1 | $301K | Hold |
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|
2020
Q4 | $269K | Buy |
|