LWL
Leo Wealth LLC’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
+917
| New | +$211K | 0.02% | 366 |
|
|
2024
Q4 | – | Sell |
-887
| Closed | -$205K | – | 377 |
|
|
2024
Q3 | $205K | Sell |
887
-223
| -20% | -$51.4K | 0.02% | 328 |
|
|
2024
Q2 | $274K | Buy |
1,110
+225
| +25% | +$55.5K | 0.03% | 281 |
|
|
2024
Q1 | $201K | Buy |
+885
| New | +$201K | 0.02% | 321 |
|