CWM
C2C Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-614
| Closed | -$289K | – | 213 |
|
|
2023
Q3 | $289K | Hold |
614
| – | – | 0.04% | 201 |
|
|
2023
Q2 | $327K | Buy |
614
+1
| +0.2% | +$532 | 0.04% | 196 |
|
|
2023
Q1 | $258K | Buy |
613
+25
| +4% | +$10.5K | 0.04% | 208 |
|
|
2022
Q4 | $222K | Buy |
588
+1
| +0.2% | +$377 | 0.04% | 158 |
|
|
2022
Q3 | $203K | Buy |
587
+1
| +0.2% | +$346 | 0.04% | 162 |
|
|
2022
Q2 | $225K | Hold |
586
| – | – | 0.04% | 164 |
|
|
2022
Q1 | $257K | Buy |
+586
| New | +$257K | 0.04% | 164 |
|