Blue Bell Private Wealth Management’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.1K | Hold |
1,261
| – | – | 0.01% | 380 |
|
|
2025
Q1 | $42.4K | Hold |
1,261
| – | – | 0.01% | 394 |
|
|
2024
Q4 | $49.5K | Hold |
1,261
| – | – | 0.01% | 358 |
|
|
2024
Q3 | $51.4K | Hold |
1,261
| – | – | 0.01% | 355 |
|
|
2024
Q2 | $54.3K | Buy |
1,261
+16
| +1% | +$689 | 0.01% | 343 |
|
|
2024
Q1 | $48K | Buy |
1,245
+27
| +2% | +$1.04K | 0.01% | 358 |
|
|
2023
Q4 | $40K | Hold |
1,218
| – | – | 0.01% | 354 |
|
|
2023
Q3 | $32.9K | Buy |
1,218
+35
| +3% | +$947 | 0.01% | 304 |
|
|
2023
Q2 | $34.2K | Hold |
1,183
| – | – | 0.01% | 298 |
|
|
2023
Q1 | $30.1K | Hold |
1,183
| – | – | 0.01% | 279 |
|
|
2022
Q4 | $23.6K | Buy |
1,183
+900
| +318% | +$17.9K | 0.01% | 293 |
|
|
2022
Q3 | $5K | Buy |
283
+129
| +84% | +$2.28K | ﹤0.01% | 475 |
|
|
2022
Q2 | $3K | Buy |
+154
| New | +$3K | ﹤0.01% | 602 |
|