Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $378K | Sell |
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|
2017
Q1 | $378K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $237K | Sell |
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|
2016
Q2 | $275K | Hold |
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|
2016
Q1 | $268K | Hold |
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|
2015
Q4 | $262K | Sell |
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|
2015
Q3 | $249K | Buy |
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|
2015
Q2 | $270K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $260K | Sell |
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|
2014
Q3 | $250K | Hold |
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|
2014
Q2 | $240K | Hold |
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|
2014
Q1 | $230K | Hold |
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|
2013
Q4 | $211K | Buy |
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