Heck Capital Advisors’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
-26,007
Closed -$4.99M 204
2023
Q4
$4.99M Buy
26,007
+6,153
+31% +$1.18M 0.82% 39
2023
Q3
$3.13M Buy
+19,854
New +$3.13M 0.58% 45