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Hefty Wealth Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Hefty Wealth Partners’s Portfolio SOXX Stock Details SOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,365
Closed -$63K – 264
2017
Q2 		$63K Buy
+1,365
New +$64.3K 0.04% 116

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PAG
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CS
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UBS Group
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Hefty Wealth Partners's SOXX Position: Q3 2017 in Review

Hefty Wealth Partners sold out of iShares Semiconductor ETF (SOXX) in Q3 2017, closing a stake of 1,365 shares — an estimated $63K sold.

Hefty Wealth Partners first reported a position in SOXX in Q2 2017 and held it in 1 quarter. The position peaked at $63K in Q2 2017. 110 funds tracked by Wall St. Rank hold SOXX as of Q3 2017.

  • Hefty Wealth Partners reported no remaining iShares Semiconductor ETF position as of Q3 2017 after selling out during the quarter.
  • Hefty Wealth Partners sold 1,365 iShares Semiconductor ETF shares in Q3 2017, an estimated $63K.
  • Hefty Wealth Partners first reported a position in iShares Semiconductor ETF in Q2 2017 and held it in 1 quarter.
  • Hefty Wealth Partners's iShares Semiconductor ETF position peaked at $63K in Q2 2017.
  • 110 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2017.

Based on Hefty Wealth Partners's 13F filing for Q3 2017, filed 2 Oct 2017.