BCM
Beaumont Capital Management’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,977
| Closed | -$2.29M | – | 50 |
|
|
2023
Q4 | $2.29M | Sell |
3,977
-506
| -11% | -$291K | 1.74% | 25 |
|
|
2023
Q3 | $2.12M | Sell |
4,483
-363
| -7% | -$172K | 1.53% | 19 |
|
|
2023
Q2 | $2.46M | Sell |
4,846
-1,331
| -22% | -$675K | 1.71% | 22 |
|
|
2023
Q1 | $2.75M | Sell |
6,177
-421
| -6% | -$187K | 1.91% | 18 |
|
|
2022
Q4 | $2.3M | Buy |
6,598
+4,629
| +235% | +$1.61M | 1.62% | 24 |
|
|
2022
Q3 | $628K | Sell |
1,969
-7,756
| -80% | -$2.47M | 0.62% | 24 |
|
|
2022
Q2 | $3.4M | Buy |
+9,725
| New | +$3.4M | 2.8% | 12 |
|
|
2021
Q1 | – | Sell |
-1,650
| Closed | -$626K | – | 38 |
|
|
2020
Q4 | $626K | Buy |
+1,650
| New | +$626K | 0.63% | 24 |
|