Buttonwood Financial Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Sell |
1,541
-2
| -0.1% | -$477 | 0.15% | 83 |
|
|
2025
Q1 | $290K | Hold |
1,543
| – | – | 0.13% | 85 |
|
|
2024
Q4 | $333K | Hold |
1,543
| – | – | 0.15% | 82 |
|
|
2024
Q3 | $356K | Sell |
1,543
-30
| -2% | -$6.92K | 0.16% | 81 |
|
|
2024
Q2 | $388K | Buy |
1,573
+29
| +2% | +$7.15K | 0.18% | 78 |
|
|
2024
Q1 | $349K | Sell |
1,544
-10
| -0.6% | -$2.26K | 0.16% | 85 |
|
|
2023
Q4 | $298K | Sell |
1,554
-129
| -8% | -$24.8K | 0.16% | 85 |
|
|
2023
Q3 | $266K | Hold |
1,683
| – | – | 0.17% | 91 |
|
|
2023
Q2 | $285K | Hold |
1,683
| – | – | 0.18% | 83 |
|
|
2023
Q1 | $249K | Buy |
+1,683
| New | +$249K | 0.19% | 68 |
|