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Gladstone Institutional Advisory’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Gladstone Institutional Advisory’s Portfolio SOXQ Stock Details SOXQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-24,186
Closed -$985K – 738
2024
Q3 		$985K Sell
24,186
-71,275
-75% -$2.9M 0.05% 325
2024
Q2 		$4.11M Sell
95,461
-2,219
-2% -$95.6K 0.21% 127
2024
Q1 		$3.77M Buy
+97,680
New +$3.77M 0.21% 136