Guardian Wealth Advisors (North Carolina)’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
Q2
$3.12K Hold
2025
Q1
$2.46K Buy
2024
Q4
$657 Hold
2024
Q3
$702 Hold
2024
Q2
$749 Hold
2024
Q1
$685 Hold
2023
Q4
$593 Hold
2023
Q3
$486 Hold
2023
Q2
$519 Hold
2023
Q1
$455 Hold
2022
Q4
$355 Hold
2022
Q3
$0 Hold
2022
Q2
$0 Hold
2022
Q1
$0 Sell
2021
Q4
$3K Buy