Carolinas Wealth Consulting’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 | – | Sell |
-154
| Closed | -$29K | – | 805 |
|
|
2025
Q1 | $29K | Sell |
154
-47
| -23% | -$8.85K | 0.01% | 409 |
|
|
2024
Q4 | $43.3K | Hold |
201
| – | – | 0.01% | 384 |
|
|
2024
Q3 | $46.2K | Sell |
201
-120
| -37% | -$27.6K | 0.01% | 378 |
|
|
2024
Q2 | $79K | Buy |
321
+1
| +0.3% | +$246 | 0.02% | 296 |
|
|
2024
Q1 | $72.3K | Buy |
320
+47
| +17% | +$10.6K | 0.01% | 323 |
|
|
2023
Q4 | $52.4K | Buy |
+273
| New | +$52.4K | 0.01% | 329 |
|