CAPTRUST Financial Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
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|
2025
Q1 | $1.57M | Buy |
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|
2024
Q4 | $1.05M | Sell |
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|
2024
Q3 | $1.14M | Sell |
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|
2024
Q2 | $3.95M | Buy |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $949K | Buy |
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|
2023
Q3 | $693K | Sell |
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|
2023
Q2 | $875K | Buy |
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|
2023
Q1 | $668K | Sell |
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|
2022
Q4 | $569K | Buy |
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|
2022
Q3 | $506K | Buy |
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|
2022
Q2 | $487K | Buy |
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|
2022
Q1 | $640K | Sell |
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|
2021
Q4 | $766K | Buy |
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|
2021
Q3 | $530K | Buy |
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|
2021
Q2 | $296K | Buy |
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|
2021
Q1 | $126K | Buy |
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|
2020
Q4 | $84K | Sell |
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|
2020
Q3 | $153K | Hold |
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|
2020
Q2 | $131K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $49K | Hold |
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|
2019
Q2 | $46K | Buy |
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|
2019
Q1 | $27K | Hold |
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|
2018
Q4 | $22K | Hold |
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|
2018
Q3 | $26K | Hold |
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|
2018
Q2 | $25K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $24K | Hold |
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|
2017
Q3 | $24K | Buy |
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