Golden State Wealth 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 | $293K | Buy |
1,228
+1
| +0.1% | +$239 | 0.04% | 305 |
|
|
2025
Q1 | $231K | Sell |
1,227
-867
| -41% | -$163K | 0.03% | 317 |
|
|
2024
Q4 | $451K | Buy |
+2,094
| New | +$451K | 0.07% | 208 |
|
|
2022
Q1 | $200K | Sell |
1,269
-150
| -11% | -$23.6K | 0.04% | 300 |
|
|
2021
Q4 | $257K | Buy |
1,419
+15
| +1% | +$2.72K | 0.04% | 315 |
|
|
2021
Q3 | $209K | Hold |
1,404
| – | – | 0.05% | 287 |
|
|
2021
Q2 | $213K | Sell |
1,404
-579
| -29% | -$87.8K | 0.05% | 277 |
|
|
2021
Q1 | $280K | Sell |
1,983
-543
| -21% | -$76.7K | 0.09% | 156 |
|
|
2020
Q4 | $319K | Buy |
2,526
+300
| +13% | +$37.9K | 0.09% | 170 |
|
|
2020
Q3 | $226K | Hold |
2,226
| – | – | 0.08% | 180 |
|
|
2020
Q2 | $201K | Buy |
2,226
+192
| +9% | +$17.3K | 0.06% | 180 |
|
|
2020
Q1 | $139K | Buy |
+2,034
| New | +$139K | 0.06% | 204 |
|
|
2019
Q4 | – | Sell |
-2,103
| Closed | -$148K | – | 774 |
|
|
2019
Q3 | $148K | Hold |
2,103
| – | – | 0.05% | 248 |
|
|
2019
Q2 | $139K | Buy |
2,103
+45
| +2% | +$2.97K | 0.04% | 280 |
|
|
2019
Q1 | $130K | Buy |
+2,058
| New | +$130K | 0.04% | 285 |
|