LMKC
L.M. Kohn & Company’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,325
| Closed | -$316K | – | 306 |
|
|
2024
Q2 | $316K | Sell |
7,325
-3,360
| -31% | -$145K | 0.09% | 198 |
|
|
2024
Q1 | $412K | Buy |
10,685
+10
| +0.1% | +$386 | 0.12% | 164 |
|
|
2023
Q4 | $351K | Hold |
10,675
| – | – | 0.11% | 161 |
|
|
2023
Q3 | $289K | Buy |
10,675
+2,000
| +23% | +$54.1K | 0.11% | 174 |
|
|
2023
Q2 | $251K | Buy |
+8,675
| New | +$251K | 0.09% | 188 |
|