Financial Advocates Investment Management’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
Q1 | – | Sell |
-2,175
| Closed | -$228K | – | 761 |
|
|
2024
Q4 | $228K | Buy |
2,175
+340
| +19% | +$35.7K | 0.01% | 669 |
|
|
2024
Q3 | $275K | Buy |
+1,835
| New | +$275K | 0.02% | 621 |
|
|
2024
Q2 | – | Sell |
-13,291
| Closed | -$453K | – | 782 |
|
|
2024
Q1 | $453K | Sell |
13,291
-21,767
| -62% | -$742K | 0.03% | 475 |
|
|
2023
Q4 | $370K | Buy |
+35,058
| New | +$370K | 0.02% | 494 |
|
|
2021
Q1 | – | Sell |
-64,590
| Closed | -$1.21M | – | 782 |
|
|
2020
Q4 | $1.21M | Buy |
+64,590
| New | +$1.21M | 0.08% | 269 |
|