Kingswood Wealth 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 | $433K | Sell |
1,815
-3,303
| -65% | -$788K | 0.03% | 454 |
|
|
2025
Q1 | $963K | Buy |
5,118
+103
| +2% | +$19.4K | 0.09% | 250 |
|
|
2024
Q4 | $1.08M | Buy |
5,015
+2,288
| +84% | +$493K | 0.08% | 254 |
|
|
2024
Q3 | $629K | Buy |
2,727
+1,026
| +60% | +$237K | 0.04% | 397 |
|
|
2024
Q2 | $420K | Sell |
1,701
-78
| -4% | -$19.2K | 0.04% | 431 |
|
|
2024
Q1 | $402K | Sell |
1,779
-642
| -27% | -$145K | 0.05% | 397 |
|
|
2023
Q4 | $465K | Sell |
2,421
-3,795
| -61% | -$729K | 0.05% | 362 |
|
|
2023
Q3 | $981K | Buy |
6,216
+186
| +3% | +$29.4K | 0.17% | 144 |
|
|
2023
Q2 | $1.02M | Buy |
+6,030
| New | +$1.02M | 0.33% | 81 |
|