Coldstream Capital Management’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
$389K Hold
2025
Q1
$306K Sell
2024
Q4
$372K Hold
2024
Q3
$398K Sell
2024
Q2
$454K Buy
2024
Q1
$379K Buy
2023
Q4
$322K Buy
2023
Q3
$263K Sell
2023
Q2
$290K Buy
2023
Q1
$247K Buy
2022
Q1
Sell
2021
Q4
$599K Sell
2021
Q3
$502K Buy
2021
Q2
$502K Sell
2021
Q1
$699K Buy
2020
Q4
$625K Buy
2020
Q3
$502K Buy
2020
Q2
$445K Buy
2020
Q1
$337K Buy