JAG
Journey Advisory Group’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,040
| Closed | -$256K | – | 286 |
|
|
2024
Q4 | $256K | Hold |
1,040
| – | – | 0.03% | 201 |
|
|
2024
Q3 | $256K | Sell |
1,040
-20
| -2% | -$4.93K | 0.03% | 201 |
|
|
2024
Q2 | $261K | Sell |
1,060
-100
| -9% | -$24.7K | 0.03% | 200 |
|
|
2024
Q1 | $262K | Buy |
1,160
+760
| +190% | +$172K | 0.03% | 205 |
|
|
2023
Q4 | $230K | Buy |
+400
| New | +$230K | 0.03% | 198 |
|
|
2023
Q3 | – | Sell |
-400
| Closed | -$203K | – | 221 |
|
|
2023
Q2 | $203K | Buy |
+400
| New | +$203K | 0.03% | 220 |
|