McClarren Financial Advisors’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
Q1 | – | Sell |
-44
| Closed | -$9K | – | 355 |
|
|
2024
Q4 | $9K | Buy |
+44
| New | +$9K | 0.03% | 156 |
|
|
2024
Q3 | – | Sell |
-246
| Closed | -$10K | – | 343 |
|
|
2024
Q2 | $10K | Buy |
246
+201
| +447% | +$8.17K | 0.01% | 245 |
|
|
2024
Q1 | $10K | Hold |
45
| – | – | 0.01% | 242 |
|
|
2023
Q4 | $9K | Buy |
45
+3
| +7% | +$600 | 0.01% | 276 |
|
|
2023
Q3 | $7K | Hold |
42
| – | – | 0.01% | 268 |
|
|
2023
Q2 | $7K | Hold |
42
| – | – | 0.01% | 273 |
|
|
2023
Q1 | $6K | Hold |
42
| – | – | 0.01% | 268 |
|
|
2022
Q4 | $5K | Hold |
42
| – | – | ﹤0.01% | 281 |
|
|
2022
Q3 | $4K | Buy |
+42
| New | +$4K | ﹤0.01% | 266 |
|
|
2022
Q2 | – | Sell |
-42
| Closed | -$6K | – | 229 |
|
|
2022
Q1 | $6K | Sell |
42
-3
| -7% | -$429 | ﹤0.01% | 226 |
|
|
2021
Q4 | $8K | Buy |
45
+3
| +7% | +$533 | 0.01% | 250 |
|
|
2021
Q3 | $6K | Hold |
42
| – | – | ﹤0.01% | 236 |
|
|
2021
Q2 | $6K | Sell |
42
-3
| -7% | -$429 | ﹤0.01% | 248 |
|
|
2021
Q1 | $6K | Buy |
45
+3
| +7% | +$400 | 0.01% | 218 |
|
|
2020
Q4 | $5K | Buy |
+42
| New | +$5K | ﹤0.01% | 189 |
|