BerganKDV Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-648
| Closed | -$59K | – | 997 |
|
|
2020
Q2 | $59K | Hold |
648
| – | – | 0.01% | 337 |
|
|
2020
Q1 | $44K | Buy |
648
+384
| +145% | +$26.1K | 0.01% | 335 |
|
|
2019
Q4 | $22K | Buy |
+264
| New | +$22K | ﹤0.01% | 436 |
|
|
2018
Q3 | – | Sell |
-405
| Closed | -$24K | – | 651 |
|
|
2018
Q2 | $24K | Buy |
+405
| New | +$24K | 0.01% | 412 |
|