EverSource Wealth Advisors’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 | $117K | Buy |
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2025
Q1 | $88.3K | Buy |
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|
2024
Q4 | $97.4K | Buy |
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2024
Q3 | $65K | Buy |
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|
2024
Q2 | $32.5K | Buy |
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|
2024
Q1 | $16K | Sell |
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|
2023
Q4 | $18.5K | Hold |
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|
2023
Q3 | $15.2K | Hold |
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|
2023
Q2 | $16.2K | Buy |
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|
2023
Q1 | $11.1K | Hold |
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|
2022
Q4 | $8.7K | Buy |
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