Carson Wealth (CWM LLC)’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
4,846
+49
| +1% | +$11.7K | ﹤0.01% | 1176 |
|
|
2025
Q1 | $903K | Sell |
4,797
-337
| -7% | -$63.4K | ﹤0.01% | 1186 |
|
|
2024
Q4 | $1.11M | Buy |
5,134
+277
| +6% | +$59.7K | ﹤0.01% | 1026 |
|
|
2024
Q3 | $1.12M | Buy |
4,857
+235
| +5% | +$54.2K | ﹤0.01% | 959 |
|
|
2024
Q2 | $1.14M | Buy |
4,622
+1,035
| +29% | +$255K | 0.01% | 824 |
|
|
2024
Q1 | $810K | Buy |
3,587
+1,703
| +90% | +$385K | ﹤0.01% | 945 |
|
|
2023
Q4 | $362K | Buy |
1,884
+39
| +2% | +$7.49K | ﹤0.01% | 1184 |
|
|
2023
Q3 | $291K | Buy |
1,845
+432
| +31% | +$68.1K | ﹤0.01% | 1165 |
|
|
2023
Q2 | $239K | Sell |
1,413
-1,149
| -45% | -$194K | ﹤0.01% | 1186 |
|
|
2023
Q1 | $380K | Sell |
2,562
-870
| -25% | -$129K | ﹤0.01% | 976 |
|
|
2022
Q4 | $398K | Sell |
3,432
-747
| -18% | -$86.6K | ﹤0.01% | 877 |
|
|
2022
Q3 | $444K | Buy |
4,179
+1,272
| +44% | +$135K | ﹤0.01% | 785 |
|
|
2022
Q2 | $339K | Buy |
2,907
+1,071
| +58% | +$125K | ﹤0.01% | 848 |
|
|
2022
Q1 | $289K | Sell |
1,836
-252
| -12% | -$39.7K | ﹤0.01% | 891 |
|
|
2021
Q4 | $378K | Buy |
+2,088
| New | +$378K | ﹤0.01% | 801 |
|
|
2021
Q2 | $244K | Hold |
1,614
| – | – | ﹤0.01% | 837 |
|
|
2021
Q1 | $244K | Hold |
1,614
| – | – | ﹤0.01% | 837 |
|
|
2020
Q4 | $244K | Hold |
1,614
| – | – | ﹤0.01% | 837 |
|
|
2020
Q3 | $244K | Hold |
1,614
| – | – | ﹤0.01% | 837 |
|
|
2020
Q2 | $244K | Hold |
1,614
| – | – | ﹤0.01% | 837 |
|
|
2020
Q1 | $244K | Hold |
1,614
| – | – | ﹤0.01% | 837 |
|
|
2019
Q4 | $244K | Hold |
1,614
| – | – | ﹤0.01% | 837 |
|
|
2019
Q3 | $244K | Hold |
1,614
| – | – | ﹤0.01% | 837 |
|
|
2019
Q2 | $244K | Hold |
1,614
| – | – | ﹤0.01% | 837 |
|
|
2019
Q1 | $244K | Buy |
1,614
+1,524
| +1,693% | +$230K | ﹤0.01% | 837 |
|
|
2018
Q4 | $5K | Hold |
90
| – | – | ﹤0.01% | 1537 |
|
|
2018
Q3 | $6K | Buy |
+90
| New | +$6K | ﹤0.01% | 1301 |
|