Clearstead Advisors’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 | $72.1K | Buy |
302
+86
| +40% | +$20.5K | ﹤0.01% | 1161 |
|
|
2025
Q1 | $40.6K | Buy |
216
+150
| +227% | +$28.2K | ﹤0.01% | 1218 |
|
|
2024
Q4 | $14.2K | Sell |
66
-55
| -45% | -$11.9K | ﹤0.01% | 1480 |
|
|
2024
Q3 | $27.9K | Buy |
121
+55
| +83% | +$12.7K | ﹤0.01% | 1340 |
|
|
2024
Q2 | $16.3K | Hold |
66
| – | – | ﹤0.01% | 1434 |
|
|
2024
Q1 | $14.6K | Hold |
66
| – | – | ﹤0.01% | 994 |
|
|
2023
Q4 | $12.7K | Sell |
66
-66
| -50% | -$12.7K | ﹤0.01% | 1020 |
|
|
2023
Q3 | $20.8K | Buy |
132
+66
| +100% | +$10.4K | ﹤0.01% | 1017 |
|
|
2023
Q2 | $11.2K | Buy |
+66
| New | +$11.2K | ﹤0.01% | 975 |
|
|
2022
Q4 | – | Sell |
-600
| Closed | -$64K | – | 1369 |
|
|
2022
Q3 | $64K | Hold |
600
| – | – | 0.01% | 563 |
|
|
2022
Q2 | $70K | Hold |
600
| – | – | 0.01% | 551 |
|
|
2022
Q1 | $95K | Buy |
+600
| New | +$95K | 0.01% | 558 |
|
|
2020
Q4 | – | Sell |
-297
| Closed | -$30K | – | 1017 |
|
|
2020
Q3 | $30K | Buy |
+297
| New | +$30K | ﹤0.01% | 541 |
|