Executive Wealth Management’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
2024
Q4
$349K Sell
2024
Q3
$377K Buy
2024
Q2
Sell
2024
Q1
$368K Sell
2023
Q4
$311K Sell
2023
Q3
$271K Sell
2023
Q2
$314K Buy
2023
Q1
$275K Sell
2022
Q4
$232K Buy
2022
Q3
$231 Sell
2022
Q2
$268K Sell
2022
Q1
$371K Buy
2021
Q4
$397K Buy
2021
Q3
$267K Buy
2021
Q2
$272K Buy
2021
Q1
$247K Buy
2020
Q4
$211K Buy