Clearview Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-585
| Closed | -$67.9K | – | 711 |
|
|
2022
Q4 | $67.9K | Buy |
585
+570
| +3,800% | +$66.1K | 0.05% | 150 |
|
|
2022
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 501 |
|
|
2022
Q2 | $2K | Sell |
15
-21
| -58% | -$2.8K | ﹤0.01% | 509 |
|
|
2022
Q1 | $6K | Hold |
36
| – | – | ﹤0.01% | 436 |
|
|
2021
Q4 | $7K | Buy |
+36
| New | +$7K | ﹤0.01% | 460 |
|