LW
Linscomb Wealth’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,311
| Closed | -$247K | – | 309 |
|
|
2025
Q1 | $247K | Hold |
1,311
| – | – | 0.01% | 270 |
|
|
2024
Q4 | $283K | Hold |
1,311
| – | – | 0.01% | 256 |
|
|
2024
Q3 | $302K | Hold |
1,311
| – | – | 0.02% | 250 |
|
|
2024
Q2 | $323K | Buy |
1,311
+66
| +5% | +$16.3K | 0.02% | 238 |
|
|
2024
Q1 | $281K | Buy |
+1,245
| New | +$281K | 0.01% | 252 |
|