Lokken Investment Group’s iShares Semiconductor ETF SOXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,338
Closed -$1.69M 155
2024
Q3
$1.69M Buy
7,338
+142
+2% +$32.7K 0.71% 38
2024
Q2
$1.77M Buy
7,196
+1,240
+21% +$306K 0.83% 30
2024
Q1
$1.35M Buy
+5,956
New +$1.35M 0.67% 37