LJAC
L.J. Altfest & Co’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,334
| Closed | -$2.87M | – | 358 |
|
|
2024
Q4 | $2.87M | Buy |
13,334
+5,698
| +75% | +$1.23M | 0.37% | 55 |
|
|
2024
Q3 | $1.76M | Buy |
+7,636
| New | +$1.76M | 0.23% | 77 |
|
|
2021
Q2 | – | Sell |
-9,410
| Closed | -$3.99M | – | 295 |
|
|
2021
Q1 | $3.99M | Buy |
+9,410
| New | +$3.99M | 0.94% | 25 |
|
|
2017
Q3 | – | Sell |
-3,994
| Closed | -$560K | – | 149 |
|
|
2017
Q2 | $560K | Buy |
+3,994
| New | +$560K | 0.34% | 86 |
|
|
2016
Q2 | – | Sell |
-10,213
| Closed | -$936K | – | 124 |
|
|
2016
Q1 | $936K | Sell |
10,213
-70
| -0.7% | -$6.42K | 0.96% | 41 |
|
|
2015
Q4 | $924K | Buy |
+10,283
| New | +$924K | 0.9% | 43 |
|