CIA
Choate Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Buy |
1,153
+28
| +2% | +$6.68K | 0.01% | 353 |
|
|
2025
Q1 | $212K | Sell |
1,125
-30
| -3% | -$5.65K | 0.01% | 380 |
|
|
2024
Q4 | $249K | Sell |
1,155
-30
| -3% | -$6.47K | 0.01% | 358 |
|
|
2024
Q3 | $273K | Hold |
1,185
| – | – | 0.01% | 331 |
|
|
2024
Q2 | $292K | Hold |
1,185
| – | – | 0.01% | 307 |
|
|
2024
Q1 | $268K | Buy |
1,185
+790
| +200% | +$178K | 0.01% | 346 |
|
|
2023
Q4 | $228K | Sell |
395
-370
| -48% | -$213K | 0.01% | 346 |
|
|
2023
Q3 | $362K | Hold |
765
| – | – | 0.01% | 272 |
|
|
2023
Q2 | $388K | Buy |
765
+20
| +3% | +$10.1K | 0.02% | 223 |
|
|
2023
Q1 | $331K | Buy |
745
+340
| +84% | +$151K | 0.02% | 218 |
|
|
2022
Q4 | $141K | Hold |
405
| – | – | 0.01% | 275 |
|
|
2022
Q3 | $129K | Buy |
+405
| New | +$129K | 0.01% | 248 |
|