KCM Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.91M | Buy |
37,330
+27,886
| +295% | +$6.66M | 0.3% | 61 |
|
|
2025
Q1 | $1.78M | Buy |
9,444
+5,802
| +159% | +$1.09M | 0.06% | 158 |
|
|
2024
Q4 | $785K | Buy |
3,642
+1,902
| +109% | +$410K | 0.03% | 224 |
|
|
2024
Q3 | $401K | Buy |
1,740
+59
| +4% | +$13.6K | 0.01% | 286 |
|
|
2024
Q2 | $415K | Buy |
1,681
+322
| +24% | +$79.4K | 0.01% | 279 |
|
|
2024
Q1 | $307K | Sell |
1,359
-63
| -4% | -$14.2K | 0.01% | 318 |
|
|
2023
Q4 | $273K | Sell |
1,422
-342
| -19% | -$65.7K | 0.01% | 324 |
|
|
2023
Q3 | $279K | Hold |
1,764
| – | – | 0.01% | 314 |
|
|
2023
Q2 | $298K | Buy |
1,764
+48
| +3% | +$8.12K | 0.01% | 335 |
|
|
2023
Q1 | $254K | Sell |
1,716
-150
| -8% | -$22.2K | 0.01% | 368 |
|
|
2022
Q4 | $216K | Buy |
+1,866
| New | +$216K | 0.01% | 379 |
|
|
2022
Q3 | – | Sell |
-1,866
| Closed | -$217K | – | 394 |
|
|
2022
Q2 | $217K | Buy |
1,866
+3
| +0.2% | +$349 | 0.01% | 370 |
|
|
2022
Q1 | $294K | Buy |
+1,863
| New | +$294K | 0.01% | 353 |
|