MAP
Milestone Advisory Partners’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.03M | Buy |
2,169
+10
| +0.5% | +$4.74K | 0.85% | 27 |
|
|
2023
Q2 | $1.1M | Buy |
2,159
+10
| +0.5% | +$5.07K | 0.99% | 24 |
|
|
2023
Q1 | $956K | Hold |
2,149
| – | – | 0.88% | 25 |
|
|
2022
Q4 | $748K | Sell |
2,149
-733
| -25% | -$255K | 0.56% | 29 |
|
|
2022
Q3 | $919K | Buy |
2,882
+10
| +0.3% | +$3.19K | 0.69% | 27 |
|
|
2022
Q2 | $969K | Hold |
2,872
| – | – | 0.79% | 26 |
|
|
2022
Q1 | $1.36M | Sell |
2,872
-370
| -11% | -$175K | 0.73% | 29 |
|
|
2021
Q4 | $1.76M | Hold |
3,242
| – | – | 0.89% | 29 |
|
|
2021
Q3 | $1.45M | Buy |
3,242
+383
| +13% | +$171K | 0.85% | 30 |
|
|
2021
Q2 | $1.3M | Sell |
2,859
-784
| -22% | -$356K | 0.68% | 32 |
|
|
2021
Q1 | $1.55M | Hold |
3,643
| – | – | 0.83% | 26 |
|
|
2020
Q4 | $1.38M | Sell |
3,643
-158
| -4% | -$59.9K | 0.79% | 29 |
|
|
2020
Q3 | $1.16M | Hold |
3,801
| – | – | 0.72% | 25 |
|
|
2020
Q2 | $1.03M | Hold |
3,801
| – | – | 0.61% | 25 |
|
|
2020
Q1 | $780K | Sell |
3,801
-2,240
| -37% | -$460K | 0.54% | 19 |
|
|
2019
Q4 | $1.52M | Hold |
6,041
| – | – | 0.8% | 21 |
|
|
2019
Q3 | $1.28M | Hold |
6,041
| – | – | 0.72% | 22 |
|
|
2019
Q2 | $1.2M | Buy |
6,041
+249
| +4% | +$49.4K | 0.73% | 22 |
|
|
2019
Q1 | $1.1M | Hold |
5,792
| – | – | 0.71% | 22 |
|
|
2018
Q4 | $903K | Sell |
5,792
-10,413
| -64% | -$1.62M | 0.78% | 20 |
|
|
2018
Q3 | $3M | Sell |
16,205
-488
| -3% | -$90.3K | 2.13% | 17 |
|
|
2018
Q2 | $2.98M | Sell |
16,693
-387
| -2% | -$69K | 2.21% | 15 |
|
|
2018
Q1 | $3.08M | Sell |
17,080
-887
| -5% | -$160K | 2.3% | 13 |
|
|
2017
Q4 | $3.05M | Buy |
+17,967
| New | +$3.05M | 2.29% | 14 |
|