Beacon Financial Planning’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 | $2.58M | Sell |
10,824
-247
| -2% | -$59K | 1.44% | 16 |
|
|
2025
Q1 | $2.08M | Sell |
11,071
-874
| -7% | -$164K | 1.2% | 17 |
|
|
2024
Q4 | $2.57M | Buy |
11,945
+550
| +5% | +$119K | 1.5% | 16 |
|
|
2024
Q3 | $2.63M | Buy |
11,395
+3,019
| +36% | +$696K | 1.62% | 15 |
|
|
2024
Q2 | $2.07M | Buy |
8,376
+2,380
| +40% | +$587K | 1.4% | 13 |
|
|
2024
Q1 | $1.35M | Buy |
5,996
+2,873
| +92% | +$649K | 0.95% | 13 |
|
|
2023
Q4 | $600K | Buy |
3,123
+1,707
| +121% | +$328K | 0.47% | 19 |
|
|
2023
Q3 | $224K | Buy |
+1,416
| New | +$224K | 0.19% | 29 |
|