Exencial 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
Q3 | $663K | Buy |
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|
2025
Q2 | $570K | Sell |
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|
2025
Q1 | $591K | Sell |
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|
2024
Q4 | $682K | Buy |
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|
2024
Q3 | $726K | Sell |
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|
2024
Q2 | $801K | Sell |
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|
2024
Q1 | $781K | Sell |
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|
2023
Q4 | $700K | Buy |
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|
2023
Q3 | $575K | Sell |
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|
2023
Q2 | $656K | Sell |
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|
2023
Q1 | $809K | Sell |
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|
2022
Q4 | $686K | Buy |
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|
2022
Q3 | $618K | Sell |
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|
2022
Q2 | $702K | Buy |
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|
2022
Q1 | $947K | Buy |
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|
2021
Q4 | $830K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $581K | Buy |
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|
2021
Q1 | $408K | Sell |
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|
2020
Q4 | $389K | Sell |
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|
2020
Q3 | $670K | Buy |
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