Clear Point Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-451
Closed -$104K 471
2024
Q3
$104K Sell
451
-107
-19% -$24.7K 0.08% 146
2024
Q2
$138K Buy
558
+276
+98% +$68.1K 0.11% 122
2024
Q1
$63.7K Buy
+282
New +$63.7K 0.05% 173