BFWM
Bright Futures Wealth Management’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $556K | Sell |
18,839
-607
| -3% | -$17.9K | 0.61% | 53 |
|
|
2024
Q4 | $753K | Sell |
19,446
-3,576
| -16% | -$138K | 0.67% | 50 |
|
|
2024
Q3 | $935K | Buy |
23,022
+3,119
| +16% | +$127K | 0.45% | 67 |
|
|
2024
Q2 | $722K | Sell |
19,903
-2,494
| -11% | -$90.5K | 0.39% | 75 |
|
|
2024
Q1 | $957K | Buy |
+22,397
| New | +$957K | 0.52% | 57 |
|