FSA
Fort Sheridan Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Sell |
1,063
-58
| -5% | -$13.8K | 0.04% | 219 |
|
|
2025
Q1 | $211K | Sell |
1,121
-151
| -12% | -$28.4K | 0.03% | 236 |
|
|
2024
Q4 | $274K | Hold |
1,272
| – | – | 0.04% | 211 |
|
|
2024
Q3 | $293K | Sell |
1,272
-426
| -25% | -$98.2K | 0.04% | 205 |
|
|
2024
Q2 | $419K | Buy |
+1,698
| New | +$419K | 0.07% | 167 |
|