Essex Financial Services’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
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|
2025
Q1 | $1.36M | Sell |
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|
2024
Q4 | $1.6M | Sell |
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|
2024
Q3 | $1.72M | Sell |
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|
2024
Q2 | $1.86M | Buy |
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|
2024
Q1 | $1.85M | Buy |
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|
2023
Q4 | $1.48M | Buy |
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|
2023
Q3 | $1.15M | Buy |
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|
2023
Q2 | $1.22M | Sell |
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|
2023
Q1 | $1.71M | Buy |
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|
2022
Q4 | $764K | Sell |
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|
2022
Q3 | $807K | Sell |
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|
2022
Q2 | $965K | Sell |
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|
2022
Q1 | $3.16M | Sell |
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|
2021
Q4 | $7.8M | Buy |
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|
2021
Q3 | $3.26M | Buy |
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|
2021
Q2 | $603K | Hold |
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|
2021
Q1 | $603K | Hold |
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|
2020
Q4 | $540K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $318K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $248K | Buy |
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