Institutional & Family Asset Management’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-36
| Closed | -$6K | – | 781 |
|
|
2022
Q1 | $6K | Hold |
36
| – | – | ﹤0.01% | 528 |
|
|
2021
Q4 | $7K | Sell |
36
-1,560
| -98% | -$303K | ﹤0.01% | 508 |
|
|
2021
Q3 | $237K | Sell |
1,596
-9
| -0.6% | -$1.34K | 0.04% | 159 |
|
|
2021
Q2 | $243K | Sell |
1,605
-297
| -16% | -$45K | 0.04% | 156 |
|
|
2021
Q1 | $269K | Buy |
1,902
+999
| +111% | +$141K | 0.05% | 154 |
|
|
2020
Q4 | $114K | Sell |
903
-1,179
| -57% | -$149K | 0.02% | 237 |
|
|
2020
Q3 | $212K | Sell |
2,082
-1,191
| -36% | -$121K | 0.05% | 158 |
|
|
2020
Q2 | $296K | Buy |
3,273
+2,844
| +663% | +$257K | 0.06% | 137 |
|
|
2020
Q1 | $29K | Buy |
+429
| New | +$29K | 0.01% | 317 |
|