Golden State Equity Partners’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 | $294K | Hold |
1,230
| – | – | 0.05% | 341 |
|
|
2025
Q1 | $231K | Sell |
1,230
-128
| -9% | -$24.1K | 0.05% | 384 |
|
|
2024
Q4 | $293K | Buy |
+1,358
| New | +$293K | 0.06% | 340 |
|
|
2024
Q3 | – | Sell |
-1,452
| Closed | -$358K | – | 894 |
|
|
2024
Q2 | $358K | Buy |
+1,452
| New | +$358K | 0.07% | 284 |
|
|
2023
Q4 | $264K | Buy |
1,374
+15
| +1% | +$2.88K | 0.06% | 306 |
|
|
2023
Q3 | $215K | Hold |
1,359
| – | – | 0.06% | 304 |
|
|
2023
Q2 | $230K | Buy |
+1,359
| New | +$230K | 0.06% | 322 |
|