Liberty Wealth Management’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 | $278K | Buy |
1,164
+12
| +1% | +$2.86K | 0.04% | 176 |
|
|
2025
Q1 | $217K | Sell |
1,152
-6
| -0.5% | -$1.13K | 0.04% | 145 |
|
|
2024
Q4 | $250K | Sell |
1,158
-37
| -3% | -$7.97K | 0.04% | 173 |
|
|
2024
Q3 | $276K | Sell |
1,195
-125
| -9% | -$28.9K | 0.05% | 163 |
|
|
2024
Q2 | $326K | Buy |
1,320
+63
| +5% | +$15.6K | 0.06% | 147 |
|
|
2024
Q1 | $284K | Buy |
1,257
+144
| +13% | +$32.5K | 0.06% | 149 |
|
|
2023
Q4 | $214K | Buy |
+1,113
| New | +$214K | 0.05% | 155 |
|
|
2019
Q3 | – | Sell |
-240
| Closed | -$16K | – | 969 |
|
|
2019
Q2 | $16K | Buy |
+240
| New | +$16K | 0.01% | 449 |
|