Clearstead Advisors’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
Q2 | $72.1K | Buy |
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|
2025
Q1 | $40.6K | Buy |
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|
2024
Q4 | $14.2K | Sell |
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|
2024
Q3 | $27.9K | Buy |
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|
2024
Q2 | $16.3K | Hold |
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|
2024
Q1 | $14.6K | Hold |
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|
2023
Q4 | $12.7K | Sell |
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|
2023
Q3 | $20.8K | Buy |
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|
2023
Q2 | $11.2K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $64K | Hold |
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|
2022
Q2 | $70K | Hold |
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|
2022
Q1 | $95K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $30K | Buy |
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