HPC
Hobart Private Capital’s iShares Semiconductor ETF SOXX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-24,373
| Closed | -$8.48M | – | 52 |
|
2022
Q4 | $8.48M | Buy |
24,373
+1,237
| +5% | +$430K | 5.74% | 7 |
|
2022
Q3 | $7.37M | Buy |
23,136
+154
| +0.7% | +$49.1K | 5.3% | 9 |
|
2022
Q2 | $8.03M | Buy |
22,982
+3,106
| +16% | +$1.09M | 3.75% | 11 |
|
2022
Q1 | $9.41M | Buy |
19,876
+4,872
| +32% | +$2.31M | 3.62% | 11 |
|
2021
Q4 | $8.14M | Buy |
+15,004
| New | +$8.14M | 3.05% | 13 |
|