Gladstone Institutional Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $691K | Sell |
|
|||||
|
2025
Q2 | $682K | Sell |
|
|||||
|
2025
Q1 | $542K | Buy |
|
|||||
|
2024
Q4 | $618K | Sell |
|
|||||
|
2024
Q3 | $706K | Buy |
|
|||||
|
2024
Q2 | $542K | Buy |
|
|||||
|
2024
Q1 | $442K | Sell |
|
|||||
|
2023
Q4 | $415K | Buy |
|
|||||
|
2023
Q3 | $282K | Sell |
|
|||||
|
2023
Q2 | $606K | Buy |
|
|||||
|
2023
Q1 | $422K | Sell |
|
|||||
|
2022
Q4 | $487K | Sell |
|
|||||
|
2022
Q3 | $476K | Buy |
|
|||||
|
2022
Q2 | $394K | Sell |
|
|||||
|
2022
Q1 | $611K | Buy |
|
|||||
|
2021
Q4 | $421K | Sell |
|
|||||
|
2021
Q3 | $393K | Hold |
|
|||||
|
2021
Q2 | $400K | Sell |
|
|||||
|
2021
Q1 | $380K | Sell |
|
|||||
|
2020
Q4 | $342K | Buy |
|
|||||
|
2020
Q3 | $213K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $297K | Sell |
|
|||||
|
2019
Q3 | $290K | Sell |
|
|||||
|
2019
Q2 | $298K | Buy |
|