KFS
Kelly Financial Services’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.33M | Buy |
26,540
+1,476
| +6% | +$352K | 1.87% | 18 |
|
|
2025
Q1 | $4.72M | Buy |
25,064
+1,782
| +8% | +$335K | 1.64% | 18 |
|
|
2024
Q4 | $5.02M | Buy |
23,282
+1,026
| +5% | +$221K | 1.81% | 13 |
|
|
2024
Q3 | $5.13M | Buy |
22,256
+958
| +4% | +$221K | 1.88% | 13 |
|
|
2024
Q2 | $5.25M | Sell |
21,298
-1,397
| -6% | -$345K | 1.88% | 12 |
|
|
2024
Q1 | $5.13M | Buy |
22,695
+14,665
| +183% | +$3.31M | 1.96% | 11 |
|
|
2023
Q4 | $4.63M | Buy |
8,030
+240
| +3% | +$138K | 1.87% | 11 |
|
|
2023
Q3 | $3.69M | Buy |
7,790
+323
| +4% | +$153K | 1.69% | 13 |
|
|
2023
Q2 | $3.79M | Buy |
7,467
+557
| +8% | +$283K | 1.79% | 10 |
|
|
2023
Q1 | $3.07M | Buy |
6,910
+6,900
| +69,000% | +$3.07M | 1.55% | 14 |
|
|
2022
Q4 | $3.48K | Buy |
+10
| New | +$3.48K | ﹤0.01% | 447 |
|