EWM
Empirical Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
4,286
-816
| -16% | -$195K | 0.02% | 310 |
|
|
2025
Q1 | $960K | Buy |
5,102
+836
| +20% | +$157K | 0.02% | 304 |
|
|
2024
Q4 | $919K | Buy |
4,266
+125
| +3% | +$26.9K | 0.02% | 286 |
|
|
2024
Q3 | $955K | Sell |
4,141
-110
| -3% | -$25.4K | 0.03% | 269 |
|
|
2024
Q2 | $1.05M | Sell |
4,251
-15
| -0.4% | -$3.7K | 0.03% | 257 |
|
|
2024
Q1 | $964K | Buy |
4,266
+2,849
| +201% | +$644K | 0.03% | 260 |
|
|
2023
Q4 | $816K | Buy |
1,417
+40
| +3% | +$23K | 0.03% | 257 |
|
|
2023
Q3 | $652K | Buy |
1,377
+90
| +7% | +$42.6K | 0.03% | 269 |
|
|
2023
Q2 | $653K | Buy |
+1,287
| New | +$653K | 0.03% | 269 |
|
|
2020
Q4 | – | Sell |
-2,169
| Closed | -$661K | – | 390 |
|
|
2020
Q3 | $661K | Buy |
2,169
+107
| +5% | +$32.6K | 0.06% | 173 |
|
|
2020
Q2 | $558K | Buy |
2,062
+12
| +0.6% | +$3.25K | 0.05% | 191 |
|
|
2020
Q1 | $421K | Buy |
+2,050
| New | +$421K | 0.05% | 202 |
|