Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-529
| Closed | -$121K | – | 1123 |
|
|
2024
Q3 | $121K | Buy |
529
+257
| +94% | +$58.8K | 0.04% | 335 |
|
|
2024
Q2 | $67K | Buy |
272
+104
| +62% | +$25.6K | 0.02% | 433 |
|
|
2024
Q1 | $38K | Buy |
168
+24
| +17% | +$5.42K | 0.01% | 534 |
|
|
2023
Q4 | $27K | Buy |
144
+15
| +12% | +$2.81K | 0.01% | 577 |
|
|
2023
Q3 | $20.4K | Buy |
+129
| New | +$20.4K | 0.01% | 640 |
|
|
2023
Q1 | $31K | Buy |
+207
| New | +$31K | 0.01% | 539 |
|
|
2022
Q4 | – | Sell |
-255
| Closed | -$27K | – | 1008 |
|
|
2022
Q3 | $27K | Buy |
+255
| New | +$27K | 0.01% | 518 |
|