Beacon Financial Advisory’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
Q2 | $663K | Sell |
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|
2025
Q1 | $660K | Sell |
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|
2024
Q4 | $767K | Buy |
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|
2024
Q3 | $795K | Buy |
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|
2024
Q2 | $808K | Sell |
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|
2024
Q1 | $813K | Sell |
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|
2023
Q4 | $779K | Buy |
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|
2023
Q3 | $613K | Buy |
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|
2023
Q2 | $652K | Buy |
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|
2023
Q1 | $571K | Hold |
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|
2022
Q4 | $447K | Sell |
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|
2022
Q3 | $413K | Buy |
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|
2022
Q2 | $409K | Buy |
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|
2022
Q1 | $553K | Buy |
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|
2021
Q4 | $633K | Buy |
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|
2021
Q3 | $451K | Sell |
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|
2021
Q2 | $467K | Buy |
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|
2021
Q1 | $432K | Buy |
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|
2020
Q4 | $321K | Sell |
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|
2020
Q3 | $389K | Buy |
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|
2020
Q2 | $273K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $212K | Buy |
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