Heritage Wealth Management (Arizona)’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
Q2 | $247K | Sell |
1,002
-33
| -3% | -$8.14K | 0.14% | 141 |
|
|
2024
Q1 | $234K | Buy |
+1,035
| New | +$234K | 0.12% | 156 |
|
|
2022
Q4 | $303K | Buy |
2,610
+1,167
| +81% | +$135K | 0.04% | 290 |
|
|
2022
Q3 | $153K | Hold |
1,443
| – | – | 0.05% | 276 |
|
|
2022
Q2 | $168K | Sell |
1,443
-132
| -8% | -$15.4K | 0.06% | 269 |
|
|
2022
Q1 | $248K | Buy |
+1,575
| New | +$248K | 0.07% | 232 |
|
|
2021
Q3 | $236K | Sell |
1,590
-96
| -6% | -$14.2K | 0.08% | 189 |
|
|
2021
Q2 | $255K | Sell |
1,686
-63
| -4% | -$9.53K | 0.1% | 183 |
|
|
2021
Q1 | $247K | Buy |
+1,749
| New | +$247K | 0.14% | 129 |
|