JSMC
Jess S. Morgan & Co’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.07M | Buy |
9,637
+133
| +1% | +$42.4K | 2.67% | 21 |
|
|
2022
Q2 | $3.32M | Buy |
9,504
+75
| +0.8% | +$26.2K | 3.45% | 14 |
|
|
2022
Q1 | $4.46M | Sell |
9,429
-810
| -8% | -$383K | 3.25% | 7 |
|
|
2021
Q4 | $5.55M | Sell |
10,239
-277
| -3% | -$150K | 3.41% | 4 |
|
|
2021
Q3 | $4.69M | Buy |
10,516
+113
| +1% | +$50.4K | 3.09% | 10 |
|
|
2021
Q2 | $4.73M | Buy |
10,403
+176
| +2% | +$79.9K | 3.11% | 9 |
|
|
2021
Q1 | $4.34M | Sell |
10,227
-1,019
| -9% | -$432K | 3.04% | 7 |
|
|
2020
Q4 | $4.26M | Buy |
11,246
+539
| +5% | +$204K | 3.4% | 4 |
|
|
2020
Q3 | $3.26M | Sell |
10,707
-585
| -5% | -$178K | 3.25% | 7 |
|
|
2020
Q2 | $3.06M | Sell |
11,292
-2,123
| -16% | -$575K | 3.32% | 7 |
|
|
2020
Q1 | $2.75M | Buy |
13,415
+21
| +0.2% | +$4.31K | 3.58% | 9 |
|
|
2019
Q4 | $3.36M | Buy |
+13,394
| New | +$3.36M | 3.3% | 6 |
|