Concurrent Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Sell |
10,551
-3
| -0% | -$716 | 0.05% | 372 |
|
|
2025
Q1 | $1.99M | Buy |
10,554
+1,672
| +19% | +$315K | 0.05% | 364 |
|
|
2024
Q4 | $1.91M | Buy |
8,882
+491
| +6% | +$106K | 0.05% | 331 |
|
|
2024
Q3 | $1.93M | Buy |
8,391
+4,919
| +142% | +$1.13M | 0.06% | 318 |
|
|
2024
Q2 | $856K | Sell |
3,472
-2,901
| -46% | -$715K | 0.03% | 462 |
|
|
2024
Q1 | $1.44M | Buy |
6,373
+3,529
| +124% | +$797K | 0.06% | 302 |
|
|
2023
Q4 | $546K | Buy |
+2,844
| New | +$546K | 0.03% | 478 |
|