Dakota 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 | $340K | Buy |
1,424
+207
| +17% | +$49.4K | 0.01% | 585 |
|
|
2025
Q1 | $229K | Buy |
1,217
+68
| +6% | +$12.8K | 0.01% | 676 |
|
|
2024
Q4 | $248K | Sell |
1,149
-150
| -12% | -$32.3K | 0.01% | 665 |
|
|
2024
Q3 | $300K | Buy |
1,299
+99
| +8% | +$22.8K | 0.01% | 589 |
|
|
2024
Q2 | $296K | Hold |
1,200
| – | – | 0.01% | 581 |
|
|
2024
Q1 | $271K | Buy |
+1,200
| New | +$271K | 0.01% | 603 |
|