Greenup Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-45,669
| Closed | -$8.77M | – | 91 |
|
|
2023
Q4 | $8.77M | Buy |
45,669
+1,533
| +3% | +$294K | 2.44% | 10 |
|
|
2023
Q3 | $6.97M | Sell |
44,136
-18
| -0% | -$2.84K | 2.28% | 11 |
|
|
2023
Q2 | $7.47M | Sell |
44,154
-192
| -0.4% | -$32.5K | 2.04% | 12 |
|
|
2023
Q1 | $6.57M | Buy |
44,346
+21,078
| +91% | +$3.12M | 2.31% | 9 |
|
|
2022
Q4 | $2.7M | Sell |
23,268
-291
| -1% | -$33.8K | 1.13% | 25 |
|
|
2022
Q3 | $2.5M | Sell |
23,559
-6,261
| -21% | -$665K | 1.13% | 22 |
|
|
2022
Q2 | $3.48M | Buy |
+29,820
| New | +$3.48M | 1.64% | 21 |
|