Mark Sheptoff Financial Planning’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,350
| Closed | -$213K | – | 425 |
|
|
2022
Q1 | $213K | Buy |
1,350
+150
| +13% | +$23.7K | 0.11% | 103 |
|
|
2021
Q4 | $217K | Hold |
1,200
| – | – | 0.1% | 103 |
|
|
2021
Q3 | $178K | Hold |
1,200
| – | – | 0.1% | 110 |
|
|
2021
Q2 | $182K | Buy |
1,200
+75
| +7% | +$11.4K | 0.1% | 108 |
|
|
2021
Q1 | $159K | Buy |
+1,125
| New | +$159K | 0.09% | 111 |
|