Lowery Thomas LLC’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 | $323K | Buy |
1,354
+3
| +0.2% | +$716 | 0.21% | 47 |
|
2025
Q1 | $254K | Buy |
1,351
+402
| +42% | +$75.6K | 0.17% | 52 |
|
2024
Q4 | $204K | Buy |
949
+2
| +0.2% | +$431 | 0.13% | 56 |
|
2024
Q3 | $218K | Buy |
947
+77
| +9% | +$17.8K | 0.15% | 50 |
|
2024
Q2 | $215K | Sell |
870
-29
| -3% | -$7.15K | 0.16% | 45 |
|
2024
Q1 | $203K | Buy |
+899
| New | +$203K | 0.16% | 45 |
|
2022
Q3 | – | Sell |
-2,103
| Closed | -$245K | – | 43 |
|
2022
Q2 | $245K | Buy |
+2,103
| New | +$245K | 0.23% | 43 |
|