Cypress Wealth Services’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
$475K Sell
2025
Q2
$435K Buy
2025
Q1
$321K Buy
2024
Q4
$351K Hold
2024
Q3
$376K Buy
2024
Q2
$310K Buy
2024
Q1
$243K Hold
2023
Q4
$206K Buy