GFWA
Grey Fox Wealth Advisors’s SPDR S&P Semiconductor ETF XSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Buy |
+897
| New | +$230K | 0.05% | 120 |
|
|
2025
Q1 | – | Sell |
-895
| Closed | -$222K | – | 132 |
|
|
2024
Q4 | $222K | Buy |
895
+1
| +0.1% | +$248 | 0.06% | 120 |
|
|
2024
Q3 | $215K | Hold |
894
| – | – | 0.06% | 116 |
|
|
2024
Q2 | $221K | Buy |
894
+1
| +0.1% | +$247 | 0.08% | 119 |
|
|
2024
Q1 | $207K | Hold |
893
| – | – | 0.08% | 121 |
|
|
2023
Q4 | $201K | Buy |
+893
| New | +$201K | 0.09% | 106 |
|
|
2023
Q2 | – | Sell |
-891
| Closed | -$186K | – | 537 |
|
|
2023
Q1 | $186K | Buy |
891
+1
| +0.1% | +$209 | 0.11% | 103 |
|
|
2022
Q4 | $149K | Buy |
+890
| New | +$149K | 0.1% | 110 |
|