BHWM
Beaird Harris Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-34
| Closed | -$8.51K | – | 707 |
|
|
2024
Q2 | $8.51K | Buy |
34
+10
| +42% | +$2.5K | ﹤0.01% | 389 |
|
|
2024
Q1 | $5.52K | Buy |
24
+16
| +200% | +$3.68K | ﹤0.01% | 381 |
|
|
2023
Q4 | $4.69K | Hold |
8
| – | – | ﹤0.01% | 389 |
|
|
2023
Q3 | $3.84K | Sell |
8
-16
| -67% | -$7.67K | ﹤0.01% | 324 |
|
|
2023
Q2 | $12.2K | Hold |
24
| – | – | ﹤0.01% | 257 |
|
|
2023
Q1 | $10.7K | Hold |
24
| – | – | ﹤0.01% | 265 |
|
|
2022
Q4 | $8.37K | Hold |
24
| – | – | ﹤0.01% | 344 |
|
|
2022
Q3 | $8K | Buy |
24
+8
| +50% | +$2.67K | ﹤0.01% | 308 |
|
|
2022
Q2 | $6K | Hold |
16
| – | – | ﹤0.01% | 296 |
|
|
2022
Q1 | $8K | Buy |
16
+6
| +60% | +$3K | ﹤0.01% | 371 |
|
|
2021
Q4 | $5K | Buy |
+10
| New | +$5K | ﹤0.01% | 475 |
|