EverSource Wealth Advisors’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 | $117K | Buy |
490
+21
| +4% | +$5.01K | 0.01% | 1114 |
|
|
2025
Q1 | $88.3K | Buy |
469
+17
| +4% | +$3.2K | ﹤0.01% | 961 |
|
|
2024
Q4 | $97.4K | Buy |
452
+170
| +60% | +$36.6K | 0.01% | 906 |
|
|
2024
Q3 | $65K | Buy |
282
+144
| +104% | +$33.2K | ﹤0.01% | 955 |
|
|
2024
Q2 | $32.5K | Buy |
138
+63
| +84% | +$14.8K | ﹤0.01% | 1293 |
|
|
2024
Q1 | $16K | Sell |
75
-21
| -22% | -$4.49K | ﹤0.01% | 1466 |
|
|
2023
Q4 | $18.5K | Hold |
96
| – | – | ﹤0.01% | 1270 |
|
|
2023
Q3 | $15.2K | Hold |
96
| – | – | ﹤0.01% | 1235 |
|
|
2023
Q2 | $16.2K | Buy |
96
+21
| +28% | +$3.55K | ﹤0.01% | 1231 |
|
|
2023
Q1 | $11.1K | Hold |
75
| – | – | ﹤0.01% | 1309 |
|
|
2022
Q4 | $8.7K | Buy |
+75
| New | +$8.7K | ﹤0.01% | 1381 |
|