Demars Financial Group’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,253
| Closed | -$239K | – | 75 |
|
|
2022
Q3 | $239K | Sell |
2,253
-24,420
| -92% | -$2.59M | 0.14% | 64 |
|
|
2022
Q2 | $3.11M | Buy |
26,673
+1,905
| +8% | +$222K | 1.77% | 20 |
|
|
2022
Q1 | $3.91M | Buy |
24,768
+8,424
| +52% | +$1.33M | 1.97% | 18 |
|
|
2021
Q4 | $2.96M | Buy |
16,344
+663
| +4% | +$120K | 1.56% | 23 |
|
|
2021
Q3 | $2.33M | Buy |
+15,681
| New | +$2.33M | 1.37% | 27 |
|