CWM
CMH Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.9M | Sell |
28,913
-413
| -1% | -$98.6K | 1.61% | 33 |
|
|
2025
Q1 | $5.52M | Sell |
29,326
-1
| -0% | -$188 | 1.38% | 34 |
|
|
2024
Q4 | $6.32M | Buy |
29,327
+283
| +1% | +$61K | 1.45% | 32 |
|
|
2024
Q3 | $6.7M | Sell |
29,044
-15,560
| -35% | -$3.59M | 1.58% | 32 |
|
|
2024
Q2 | $11M | Buy |
44,604
+16
| +0% | +$3.95K | 2.71% | 10 |
|
|
2024
Q1 | $10.1M | Buy |
44,588
+28,286
| +174% | +$6.39M | 2.56% | 12 |
|
|
2023
Q4 | $9.39M | Sell |
16,302
-203
| -1% | -$117K | 2.28% | 17 |
|
|
2023
Q3 | $7.85M | Buy |
16,505
+77
| +0.5% | +$36.6K | 2.19% | 19 |
|
|
2023
Q2 | $8.33M | Buy |
16,428
+345
| +2% | +$175K | 2.24% | 18 |
|
|
2023
Q1 | $7.15M | Buy |
16,083
+93
| +0.6% | +$41.4K | 2.07% | 19 |
|
|
2022
Q4 | $5.56M | Sell |
15,990
-154
| -1% | -$53.6K | 1.79% | 21 |
|
|
2022
Q3 | $5.15M | Buy |
16,144
+853
| +6% | +$272K | 1.89% | 19 |
|
|
2022
Q2 | $5.35M | Buy |
15,291
+974
| +7% | +$341K | 1.93% | 14 |
|
|
2022
Q1 | $6.78M | Buy |
14,317
+312
| +2% | +$148K | 2.08% | 15 |
|
|
2021
Q4 | $7.6M | Buy |
14,005
+89
| +0.6% | +$48.3K | 2.29% | 13 |
|
|
2021
Q3 | $6.21M | Buy |
13,916
+205
| +1% | +$91.4K | 2.04% | 19 |
|
|
2021
Q2 | $6.23M | Sell |
13,711
-2,329
| -15% | -$1.06M | 2.08% | 20 |
|
|
2021
Q1 | $6.8M | Buy |
16,040
+102
| +0.6% | +$43.2K | 2.56% | 14 |
|
|
2020
Q4 | $6.04M | Buy |
15,938
+61
| +0.4% | +$23.1K | 2.21% | 15 |
|
|
2020
Q3 | $4.84M | Buy |
15,877
+414
| +3% | +$126K | 2.07% | 16 |
|
|
2020
Q2 | $4.19M | Buy |
15,463
+295
| +2% | +$79.9K | 2% | 16 |
|
|
2020
Q1 | $3.11M | Buy |
+15,168
| New | +$3.11M | 1.82% | 20 |
|