Connecticut 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 | $844K | Sell |
3,537
-238
| -6% | -$56.8K | 0.04% | 167 |
|
|
2025
Q1 | $710K | Buy |
3,775
+241
| +7% | +$45.3K | 0.04% | 180 |
|
|
2024
Q4 | $762K | Hold |
3,534
| – | – | 0.04% | 151 |
|
|
2024
Q3 | $815K | Hold |
3,534
| – | – | 0.04% | 174 |
|
|
2024
Q2 | $872K | Hold |
3,534
| – | – | 0.05% | 164 |
|
|
2024
Q1 | $798K | Hold |
3,534
| – | – | 0.04% | 171 |
|
|
2023
Q4 | $679K | Sell |
3,534
-249
| -7% | -$47.8K | 0.04% | 181 |
|
|
2023
Q3 | $597K | Sell |
3,783
-288
| -7% | -$45.5K | 0.04% | 160 |
|
|
2023
Q2 | $688K | Buy |
4,071
+30
| +0.7% | +$5.07K | 0.05% | 124 |
|
|
2023
Q1 | $599K | Buy |
+4,041
| New | +$599K | 0.05% | 129 |
|