Congress Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $843K | Buy |
3,530
+2,062
| +140% | +$492K | 0.01% | 754 |
|
|
2025
Q1 | $279K | Sell |
1,468
-1,566
| -52% | -$297K | ﹤0.01% | 954 |
|
|
2024
Q4 | $654K | Buy |
+3,034
| New | +$654K | 0.01% | 586 |
|
|
2024
Q1 | – | Sell |
-3,783
| Closed | -$727K | – | 632 |
|
|
2023
Q4 | $727K | Buy |
+3,783
| New | +$727K | 0.01% | 418 |
|
|
2022
Q3 | – | Sell |
-2,634
| Closed | -$307K | – | 565 |
|
|
2022
Q2 | $307K | Sell |
2,634
-154,383
| -98% | -$18M | 0.01% | 474 |
|
|
2022
Q1 | $24.8M | Sell |
157,017
-130,659
| -45% | -$20.6M | 0.54% | 38 |
|
|
2021
Q4 | $52M | Buy |
+287,676
| New | +$52M | 1.04% | 19 |
|