Elevate Wealth Advisory’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 | $192K | Buy |
803
+2
| +0.2% | +$477 | 0.14% | 78 |
|
|
2025
Q1 | $151K | Buy |
801
+1
| +0.1% | +$188 | 0.11% | 75 |
|
|
2024
Q4 | $172K | Buy |
800
+1
| +0.1% | +$216 | 0.13% | 70 |
|
|
2024
Q3 | $184K | Buy |
799
+102
| +15% | +$23.5K | 0.14% | 73 |
|
|
2024
Q2 | $172K | Buy |
697
+97
| +16% | +$23.9K | 0.14% | 67 |
|
|
2024
Q1 | $136K | Hold |
600
| – | – | 0.12% | 63 |
|
|
2023
Q4 | $115K | Buy |
+600
| New | +$115K | 0.11% | 65 |
|