DAS
Dynamic Advisor Solutions’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.71M | Sell |
23,934
-2,393
| -9% | -$571K | 0.18% | 141 |
|
|
2025
Q1 | $4.95M | Sell |
26,327
-371
| -1% | -$69.8K | 0.16% | 155 |
|
|
2024
Q4 | $5.75M | Buy |
26,698
+1,126
| +4% | +$243K | 0.25% | 96 |
|
|
2024
Q3 | $5.9M | Sell |
25,572
-4,200
| -14% | -$968K | 0.18% | 142 |
|
|
2024
Q2 | $7.34M | Buy |
29,772
+857
| +3% | +$211K | 0.23% | 99 |
|
|
2024
Q1 | $6.53M | Buy |
28,915
+21,248
| +277% | +$1.34M | 0.22% | 115 |
|
|
2023
Q4 | $4.15M | Buy |
+7,667
| New | +$4.15M | 0.15% | 181 |
|
|
2021
Q4 | – | Sell |
-478
| Closed | -$213K | – | 777 |
|
|
2021
Q3 | $213K | Buy |
+478
| New | +$213K | 0.02% | 680 |
|
|
2021
Q1 | – | Sell |
-1,190
| Closed | -$451K | – | 723 |
|
|
2020
Q4 | $451K | Buy |
1,190
+36
| +3% | +$13.6K | 0.04% | 388 |
|
|
2020
Q3 | $351K | Buy |
1,154
+87
| +8% | +$26.5K | 0.04% | 385 |
|
|
2020
Q2 | $289K | Buy |
1,067
+81
| +8% | +$21.9K | 0.04% | 391 |
|
|
2020
Q1 | $202K | Buy |
+986
| New | +$202K | 0.04% | 406 |
|