LA
LM Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Hold |
1,429
| – | – | 0.04% | 144 |
|
|
2025
Q1 | $269K | Buy |
1,429
+12
| +0.8% | +$2.26K | 0.05% | 194 |
|
|
2024
Q4 | $305K | Hold |
1,417
| – | – | 0.05% | 158 |
|
|
2024
Q3 | $327K | Hold |
1,417
| – | – | 0.07% | 142 |
|
|
2024
Q2 | $349K | Buy |
1,417
+1
| +0.1% | +$246 | ﹤0.01% | 147 |
|
|
2024
Q1 | $320K | Buy |
1,416
+944
| +200% | +$213K | 0.05% | 172 |
|
|
2023
Q4 | $272K | Buy |
+472
| New | +$272K | 0.05% | 163 |
|