DJYG
David J. Yvars Group’s iShares Semiconductor ETF SOXX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-29,672
| Closed | -$6.39M | – | 77 |
|
2024
Q4 | $6.39M | Sell |
29,672
-43
| -0.1% | -$9.27K | 3.9% | 5 |
|
2024
Q3 | $6.85M | Buy |
29,715
+988
| +3% | +$228K | 4.24% | 5 |
|
2024
Q2 | $7.08M | Buy |
28,727
+2,014
| +8% | +$497K | 4.43% | 5 |
|
2024
Q1 | $6.04M | Buy |
26,713
+18,178
| +213% | +$4.11M | 4.07% | 5 |
|
2023
Q4 | $4.92M | Sell |
8,535
-176
| -2% | -$101K | 3.96% | 7 |
|
2023
Q3 | $4.13M | Buy |
8,711
+7,389
| +559% | +$3.5M | 3.44% | 9 |
|
2023
Q2 | $671K | Buy |
+1,322
| New | +$671K | 0.55% | 31 |
|