Financial Gravity Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $329 | Buy |
+1
| New | +$341 | ﹤0.01% | 821 |
|
|
2025
Q1 | $941 | Buy |
+5
| New | +$1.07K | ﹤0.01% | 884 |
|
|
2024
Q2 | – | Sell |
-49
| Closed | -$11.3K | – | 2383 |
|
|
2024
Q1 | $11.3K | Sell |
49
-41
| -46% | -$8.52K | ﹤0.01% | 693 |
|
|
2023
Q4 | $15.2K | Buy |
90
+45
| +100% | +$7.55K | ﹤0.01% | 721 |
|
|
2023
Q3 | $6.57K | Sell |
45
-1,476
| -97% | -$246K | ﹤0.01% | 618 |
|
|
2023
Q2 | $45.3K | Buy |
1,521
+186
| +14% | +$27.9K | 0.12% | 83 |
|
|
2023
Q1 | $29.2K | Buy |
1,335
+291
| +28% | +$39.7K | 0.9% | 22 |
|
|
2022
Q4 | $7.71K | Sell |
1,044
-16,182
| -94% | -$1.88M | 0.04% | 330 |
|
|
2022
Q3 | $27.2K | Sell |
17,226
-3,774
| -18% | -$473K | 0.92% | 23 |
|
|
2022
Q2 | $52.1K | Sell |
21,000
-7,380
| -26% | -$995K | 1.62% | 9 |
|
|
2022
Q1 | $20.8K | Buy |
28,380
+25,128
| +773% | +$4.02M | 0.58% | 41 |
|
|
2021
Q4 | $8.1K | Buy |
3,252
+3,207
| +7,127% | +$538K | 0.18% | 161 |
|
|
2021
Q3 | $446K | Hold |
45
| – | – | 0.21% | 87 |
|
|
2021
Q2 | $454K | Sell |
45
-591
| -93% | -$84.6K | 0.16% | 89 |
|
|
2021
Q1 | $89.7K | Sell |
636
-54
| -8% | -$7.39K | 1.84% | 2 |
|
|
2020
Q4 | $87K | Buy |
+690
| New | +$79.2K | 0.08% | 74 |
|
|
2020
Q2 | – | Sell |
-5,361
| Closed | -$367K | – | 774 |
|
|
2020
Q1 | $367K | Buy |
5,361
+4,110
| +329% | +$325K | 1.14% | 9 |
|
|
2019
Q4 | $312K | Buy |
1,251
+345
| +38% | +$26.5K | 0.21% | 50 |
|
|
2019
Q3 | $64K | Sell |
906
-840
| -48% | -$58K | 0.06% | 258 |
|
|
2019
Q2 | $115K | Buy |
1,746
+1,077
| +161% | +$70.4K | 0.09% | 214 |
|
|
2019
Q1 | $43K | Buy |
+669
| New | +$39.5K | 0.03% | 348 |
|
Other funds holding SOXX
