Financial Counselors Inc’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 | – | Sell |
-1,305
| Closed | -$246K | – | 452 |
|
|
2025
Q1 | $246K | Hold |
1,305
| – | – | ﹤0.01% | 544 |
|
|
2024
Q4 | $281K | Hold |
1,305
| – | – | ﹤0.01% | 513 |
|
|
2024
Q3 | $301K | Hold |
1,305
| – | – | ﹤0.01% | 507 |
|
|
2024
Q2 | $322K | Hold |
1,305
| – | – | 0.01% | 474 |
|
|
2024
Q1 | $295K | Buy |
1,305
+45
| +4% | +$10.2K | 0.01% | 502 |
|
|
2023
Q4 | $242K | Buy |
+1,260
| New | +$242K | ﹤0.01% | 524 |
|
|
2023
Q3 | – | Sell |
-1,392
| Closed | -$235K | – | 567 |
|
|
2023
Q2 | $235K | Sell |
1,392
-168
| -11% | -$28.4K | ﹤0.01% | 464 |
|
|
2023
Q1 | $231K | Buy |
+1,560
| New | +$231K | 0.01% | 459 |
|