McKinley Carter Wealth Services’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 | $379K | Sell |
1,589
-28
| -2% | -$6.68K | 0.02% | 240 |
|
|
2025
Q1 | $304K | Buy |
1,617
+67
| +4% | +$12.6K | 0.02% | 254 |
|
|
2024
Q4 | $334K | Buy |
1,550
+1
| +0.1% | +$216 | 0.02% | 238 |
|
|
2024
Q3 | $357K | Sell |
1,549
-60
| -4% | -$13.8K | 0.02% | 239 |
|
|
2024
Q2 | $397K | Sell |
1,609
-16
| -1% | -$3.95K | 0.03% | 225 |
|
|
2024
Q1 | $367K | Buy |
1,625
+2
| +0.1% | +$452 | 0.02% | 236 |
|
|
2023
Q4 | $312K | Buy |
1,623
+3
| +0.2% | +$576 | 0.02% | 246 |
|
|
2023
Q3 | $256K | Hold |
1,620
| – | – | 0.02% | 258 |
|
|
2023
Q2 | $274K | Buy |
1,620
+3
| +0.2% | +$507 | 0.02% | 257 |
|
|
2023
Q1 | $240K | Buy |
+1,617
| New | +$240K | 0.02% | 270 |
|