Connecticut 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
Q3 | $633K | Sell |
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|
2025
Q2 | $844K | Sell |
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|
2025
Q1 | $710K | Buy |
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|
2024
Q4 | $762K | Hold |
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|
2024
Q3 | $815K | Hold |
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|
2024
Q2 | $872K | Hold |
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|
2024
Q1 | $798K | Hold |
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|
2023
Q4 | $679K | Sell |
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|
2023
Q3 | $597K | Sell |
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|
2023
Q2 | $688K | Buy |
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|
2023
Q1 | $599K | Buy |
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