BWA
BDO Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $223K | Hold |
440
| – | – | 0.03% | 250 |
|
|
2023
Q1 | $196K | Hold |
440
| – | – | 0.02% | 255 |
|
|
2022
Q4 | $153K | Hold |
440
| – | – | 0.02% | 285 |
|
|
2022
Q3 | $140K | Hold |
440
| – | – | 0.02% | 291 |
|
|
2022
Q2 | $154K | Hold |
440
| – | – | 0.02% | 284 |
|
|
2022
Q1 | $208K | Hold |
440
| – | – | 0.02% | 262 |
|
|
2021
Q4 | $239K | Hold |
440
| – | – | 0.03% | 260 |
|
|
2021
Q3 | $196K | Hold |
440
| – | – | 0.02% | 282 |
|
|
2021
Q2 | $200K | Hold |
440
| – | – | 0.02% | 290 |
|
|
2021
Q1 | $187K | Buy |
+440
| New | +$187K | 0.02% | 299 |
|