Fulcrum Equity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,003
| Closed | -$1.52M | – | 117 |
|
|
2023
Q2 | $1.52M | Buy |
+9,003
| New | +$1.52M | 1.77% | 12 |
|
|
2022
Q2 | – | Sell |
-24,219
| Closed | -$3.82M | – | 111 |
|
|
2022
Q1 | $3.82M | Sell |
24,219
-771
| -3% | -$122K | 2.26% | 7 |
|
|
2021
Q4 | $4.52M | Buy |
24,990
+4,824
| +24% | +$872K | 1.69% | 13 |
|
|
2021
Q3 | $3M | Buy |
20,166
+15,177
| +304% | +$2.26M | 1.16% | 17 |
|
|
2021
Q2 | $755K | Sell |
4,989
-21,129
| -81% | -$3.2M | 0.28% | 84 |
|
|
2021
Q1 | $3.69M | Sell |
26,118
-213
| -0.8% | -$30.1K | 1.46% | 12 |
|
|
2020
Q4 | $3.33M | Sell |
26,331
-561
| -2% | -$70.9K | 1.33% | 20 |
|
|
2020
Q3 | $2.73M | Buy |
26,892
+24,453
| +1,003% | +$2.48M | 1.27% | 18 |
|
|
2020
Q2 | $220K | Buy |
+2,439
| New | +$220K | 0.1% | 133 |
|