EWM
EPG 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 | $50.1K | Hold |
210
| – | – | 0.02% | 225 |
|
|
2025
Q1 | $39.5K | Hold |
210
| – | – | 0.01% | 298 |
|
|
2024
Q4 | $45.3K | Hold |
210
| – | – | 0.01% | 302 |
|
|
2024
Q3 | $48.4K | Buy |
+210
| New | +$48.4K | 0.01% | 301 |
|
|
2024
Q2 | – | Sell |
-210
| Closed | -$47.4K | – | 317 |
|
|
2024
Q1 | $47.4K | Buy |
210
+140
| +200% | +$31.6K | 0.01% | 318 |
|
|
2023
Q4 | $43.1K | Buy |
+70
| New | +$43.1K | 0.01% | 314 |
|
|
2020
Q2 | – | Sell |
-37
| Closed | -$8K | – | 665 |
|
|
2020
Q1 | $8K | Hold |
37
| – | – | 0.01% | 522 |
|
|
2019
Q4 | $9K | Buy |
+37
| New | +$9K | 0.01% | 442 |
|