Kovitz Investment Group Partners’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 | $694K | Sell |
2,906
-1,049
| -27% | -$250K | ﹤0.01% | 878 |
|
|
2025
Q1 | $744K | Sell |
3,955
-218
| -5% | -$41K | ﹤0.01% | 807 |
|
|
2024
Q4 | $899K | Buy |
4,173
+1,055
| +34% | +$227K | ﹤0.01% | 739 |
|
|
2024
Q3 | $646K | Buy |
3,118
+297
| +11% | +$61.5K | ﹤0.01% | 709 |
|
|
2024
Q2 | $696K | Sell |
2,821
-50
| -2% | -$12.3K | 0.01% | 609 |
|
|
2024
Q1 | $649K | Buy |
+2,871
| New | +$649K | 0.01% | 465 |
|