FWL 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
Q2
$1.67K Sell
7
-236
-97% -$56.3K ﹤0.01% 297
2025
Q1
$45.7K Buy
243
+138
+131% +$26K 0.02% 142
2024
Q4
$22.6K Buy
105
+44
+72% +$9.48K 0.01% 196
2024
Q3
$14.1K Buy
61
+55
+917% +$12.7K 0.01% 215
2024
Q2
$1.48K Hold
6
﹤0.01% 221
2024
Q1
$1.36K Hold
6
﹤0.01% 215
2023
Q4
$1.15K Sell
6
-39
-87% -$7.49K ﹤0.01% 219
2023
Q3
$7.11K Buy
+45
New +$7.11K ﹤0.01% 152