KWM
KFG Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
8,330
+6,795
| +443% | +$1.62M | 0.32% | 49 |
|
|
2025
Q1 | $289K | Buy |
1,535
+10
| +0.7% | +$1.88K | 0.05% | 161 |
|
|
2024
Q4 | $329K | Sell |
1,525
-12,190
| -89% | -$2.63M | 0.06% | 133 |
|
|
2024
Q3 | $3.16M | Sell |
13,715
-2,214
| -14% | -$511K | 0.69% | 34 |
|
|
2024
Q2 | $3.93M | Sell |
15,929
-1,042
| -6% | -$257K | 1.56% | 19 |
|
|
2024
Q1 | $3.83M | Buy |
16,971
+16,450
| +3,157% | +$3.72M | 1.58% | 17 |
|
|
2023
Q4 | $300K | Sell |
521
-130
| -20% | -$74.9K | 0.14% | 101 |
|
|
2023
Q3 | $308K | Buy |
651
+169
| +35% | +$80K | 0.17% | 100 |
|
|
2023
Q2 | $244K | Sell |
482
-15,781
| -97% | -$8.01M | 0.14% | 105 |
|
|
2023
Q1 | $6.89M | Buy |
+16,263
| New | +$6.89M | 4.77% | 7 |
|