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Capstone Triton Financial Group’s iShares Semiconductor ETF SOXX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$1.12M Sell
5,206
-134
-3% -$28.9K 0.7% 53
2024
Q3
$1.23M Sell
5,340
-7
-0.1% -$1.62K 0.79% 47
2024
Q2
$1.32M Buy
5,347
+902
+20% +$222K 0.93% 36
2024
Q1
$1M Buy
4,445
+2,974
+202% +$672K 0.71% 52
2023
Q4
$848K Buy
1,471
+647
+79% +$373K 0.62% 55
2023
Q3
$390K Buy
824
+143
+21% +$67.7K 0.29% 73
2023
Q2
$345K Sell
681
-78
-10% -$39.6K 0.24% 77
2023
Q1
$338K Buy
759
+155
+26% +$69K 0.25% 77
2022
Q4
$210K Buy
+604
New +$210K 0.17% 95