Concentrum Wealth 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 | $2.27M | Sell |
|
|||||
|
2025
Q1 | $3M | Sell |
|
|||||
|
2024
Q4 | $4.53M | Sell |
|
|||||
|
2024
Q3 | $5.16M | Buy |
|
|||||
|
2024
Q2 | $5.47M | Sell |
|
|||||
|
2024
Q1 | $5.37M | Buy |
|
|||||
|
2023
Q4 | $4.47M | Buy |
|
|||||
|
2023
Q3 | $3.43M | Buy |
|
|||||
|
2023
Q2 | $1.71M | Sell |
|
|||||
|
2023
Q1 | $2.12M | Sell |
|
|||||
|
2022
Q4 | $3.15M | Sell |
|
|||||
|
2022
Q3 | $2.94M | Sell |
|
|||||
|
2022
Q2 | $4.52M | Buy |
|
|||||
|
2022
Q1 | $6.06M | Buy |
|
|||||
|
2021
Q4 | $5.48M | Buy |
|
|||||
|
2021
Q3 | $4.44M | Buy |
|
|||||
|
2021
Q2 | $2.87M | Buy |
|
|||||
|
2021
Q1 | $1.45M | Sell |
|
|||||
|
2020
Q4 | $1.35M | Sell |
|
|||||
|
2020
Q3 | $1.11M | Buy |
|
|||||
|
2020
Q2 | $989K | Buy |
|
|||||
|
2020
Q1 | $687K | Sell |
|
|||||
|
2019
Q4 | $906K | Buy |
|
|||||
|
2019
Q3 | $675K | Buy |
|
|||||
|
2019
Q2 | $437K | Buy |
|