Dumont & Blake Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,553
Closed -$297K 194
2022
Q2
$297K Sell
2,553
-105
-4% -$12.2K 0.1% 164
2022
Q1
$419K Buy
+2,658
New +$419K 0.11% 159