LRI Investments’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 | $255K | Hold |
1,068
| – | – | 0.02% | 249 |
|
|
2025
Q1 | $201K | Hold |
1,068
| – | – | 0.02% | 260 |
|
|
2024
Q4 | $230K | Hold |
1,068
| – | – | 0.02% | 241 |
|
|
2024
Q3 | $233K | Buy |
1,068
+918
| +612% | +$200K | 0.02% | 244 |
|
|
2024
Q2 | $37K | Hold |
150
| – | – | ﹤0.01% | 515 |
|
|
2024
Q1 | $33.9K | Buy |
+150
| New | +$33.9K | 0.01% | 308 |
|