JFS Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-66
| Closed | -$7K | – | 1994 |
|
|
2022
Q3 | $7K | Hold |
66
| – | – | ﹤0.01% | 873 |
|
|
2022
Q2 | $8K | Hold |
66
| – | – | ﹤0.01% | 841 |
|
|
2022
Q1 | $10K | Hold |
66
| – | – | ﹤0.01% | 794 |
|
|
2021
Q4 | $12K | Hold |
66
| – | – | ﹤0.01% | 667 |
|
|
2021
Q3 | $10K | Buy |
+66
| New | +$10K | ﹤0.01% | 643 |
|