Certified Advisory Corp’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 | $224K | Buy |
+937
| New | +$224K | 0.02% | 287 |
|
|
2025
Q1 | – | Sell |
-935
| Closed | -$202K | – | 306 |
|
|
2024
Q4 | $202K | Sell |
935
-2
| -0.2% | -$431 | 0.02% | 292 |
|
|
2024
Q3 | $216K | Buy |
937
+27
| +3% | +$6.22K | 0.02% | 282 |
|
|
2024
Q2 | $224K | Buy |
+910
| New | +$224K | 0.03% | 265 |
|
|
2021
Q2 | – | Sell |
-1,068
| Closed | -$151K | – | 653 |
|
|
2021
Q1 | $151K | Buy |
+1,068
| New | +$151K | 0.04% | 214 |
|
|
2020
Q2 | $39K | Hold |
435
| – | – | 0.01% | 338 |
|
|
2020
Q1 | $30K | Hold |
435
| – | – | 0.01% | 350 |
|
|
2019
Q4 | $36K | Hold |
435
| – | – | 0.01% | 365 |
|
|
2019
Q3 | $31K | Hold |
435
| – | – | 0.01% | 394 |
|
|
2019
Q2 | $29K | Buy |
435
+135
| +45% | +$9K | 0.01% | 411 |
|
|
2019
Q1 | $19K | Buy |
+300
| New | +$19K | 0.01% | 465 |
|