Carson Wealth (CWM LLC)’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
Q3 | $1.61M | Buy |
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|
2025
Q2 | $1.16M | Buy |
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|
2025
Q1 | $903K | Sell |
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|
2024
Q4 | $1.11M | Buy |
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|
2024
Q3 | $1.12M | Buy |
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|
2024
Q2 | $1.14M | Buy |
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|
2024
Q1 | $810K | Buy |
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|
2023
Q4 | $362K | Buy |
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|
2023
Q3 | $291K | Buy |
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|
2023
Q2 | $239K | Sell |
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|
2023
Q1 | $380K | Sell |
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|
2022
Q4 | $398K | Sell |
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|
2022
Q3 | $444K | Buy |
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|
2022
Q2 | $339K | Buy |
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|
2022
Q1 | $289K | Sell |
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|
2021
Q4 | $378K | Buy |
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|
2021
Q2 | $244K | Hold |
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|
2021
Q1 | $244K | Hold |
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|
2020
Q4 | $244K | Hold |
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|
2020
Q3 | $244K | Hold |
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|
2020
Q2 | $244K | Hold |
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|
2020
Q1 | $244K | Hold |
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|
2019
Q4 | $244K | Hold |
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|
2019
Q3 | $244K | Hold |
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|
2019
Q2 | $244K | Hold |
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|
2019
Q1 | $244K | Buy |
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|
2018
Q4 | $5K | Hold |
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|
2018
Q3 | $6K | Buy |
|