LPAM
Lodestar Private Asset Management’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Buy |
2,280
+1
| +0% | +$239 | 0.06% | 135 |
|
|
2025
Q1 | $429K | Sell |
2,279
-155
| -6% | -$29.2K | 0.05% | 149 |
|
|
2024
Q4 | $525K | Hold |
2,434
| – | – | 0.07% | 136 |
|
|
2024
Q3 | $561K | Buy |
2,434
+112
| +5% | +$25.8K | 0.07% | 129 |
|
|
2024
Q2 | $573K | Hold |
2,322
| – | – | 0.08% | 128 |
|
|
2024
Q1 | $525K | Buy |
2,322
+1,579
| +213% | +$357K | 0.07% | 130 |
|
|
2023
Q4 | $428K | Buy |
743
+18
| +2% | +$10.4K | 0.07% | 136 |
|
|
2023
Q3 | $343K | Sell |
725
-87
| -11% | -$41.2K | 0.06% | 146 |
|
|
2023
Q2 | $412K | Hold |
812
| – | – | 0.07% | 138 |
|
|
2023
Q1 | $361K | Hold |
812
| – | – | 0.06% | 143 |
|
|
2022
Q4 | $283K | Buy |
+812
| New | +$283K | 0.05% | 162 |
|