JPLA
Joseph P. Lucia & Associates’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
5,883
+409
| +7% | +$97.6K | 0.57% | 50 |
|
|
2025
Q1 | $1.03M | Sell |
5,474
-221
| -4% | -$41.6K | 0.47% | 59 |
|
|
2024
Q4 | $1.23M | Buy |
5,695
+703
| +14% | +$151K | 0.55% | 51 |
|
|
2024
Q3 | $1.15M | Buy |
4,992
+1,075
| +27% | +$248K | 0.53% | 53 |
|
|
2024
Q2 | $966K | Buy |
3,917
+297
| +8% | +$73.2K | 0.49% | 58 |
|
|
2024
Q1 | $818K | Buy |
3,620
+2,525
| +231% | +$75.7K | 0.44% | 61 |
|
|
2023
Q4 | $631K | Hold |
1,095
| – | – | 0.39% | 62 |
|
|
2023
Q3 | $519K | Hold |
1,095
| – | – | 0.36% | 63 |
|
|
2023
Q2 | $555K | Sell |
1,095
-7
| -0.6% | -$3.55K | 0.37% | 63 |
|
|
2023
Q1 | $490K | Sell |
1,102
-57
| -5% | -$25.3K | 0.34% | 68 |
|
|
2022
Q4 | $403K | Hold |
1,159
| – | – | 0.3% | 79 |
|
|
2022
Q3 | $369K | Hold |
1,159
| – | – | 0.29% | 75 |
|
|
2022
Q2 | $405K | Buy |
1,159
+32
| +3% | +$11.2K | 0.29% | 66 |
|
|
2022
Q1 | $533K | Buy |
1,127
+56
| +5% | +$26.5K | 0.32% | 65 |
|
|
2021
Q4 | $581K | Buy |
1,071
+50
| +5% | +$27.1K | 0.37% | 64 |
|
|
2021
Q3 | $455K | Buy |
1,021
+76
| +8% | +$33.9K | 0.27% | 83 |
|
|
2021
Q2 | $429K | Buy |
945
+9
| +1% | +$4.09K | 0.26% | 90 |
|
|
2021
Q1 | $397K | Buy |
936
+50
| +6% | +$21.2K | 0.18% | 86 |
|
|
2020
Q4 | $336K | Hold |
886
| – | – | 0.23% | 85 |
|
|
2020
Q3 | $270K | Buy |
886
+665
| +301% | +$203K | 0.25% | 80 |
|
|
2020
Q2 | $60K | Buy |
+221
| New | +$60K | 0.05% | 162 |
|