HWA
HHM Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2
| Closed | -$970 | – | 808 |
|
|
2023
Q3 | $970 | Hold |
2
| – | – | ﹤0.01% | 738 |
|
|
2023
Q2 | $1.04K | Hold |
2
| – | – | ﹤0.01% | 748 |
|
|
2023
Q1 | $910 | Hold |
2
| – | – | ﹤0.01% | 773 |
|
|
2022
Q4 | $710 | Hold |
2
| – | – | ﹤0.01% | 656 |
|
|
2022
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 631 |
|
|
2022
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 769 |
|
|
2022
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 687 |
|
|
2021
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 659 |
|
|
2021
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 617 |
|
|
2021
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 604 |
|
|
2021
Q1 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 572 |
|