Milestone Advisory Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$1.03M Buy
2023
Q2
$1.1M Buy
2023
Q1
$956K Hold
2022
Q4
$748K Sell
2022
Q3
$919K Buy
2022
Q2
$969K Hold
2022
Q1
$1.36M Sell
2021
Q4
$1.76M Hold
2021
Q3
$1.45M Buy
2021
Q2
$1.3M Sell
2021
Q1
$1.54M Hold
2020
Q4
$1.38M Sell
2020
Q3
$1.16M Hold
2020
Q2
$1.03M Hold
2020
Q1
$780K Sell
2019
Q4
$1.52M Hold
2019
Q3
$1.28M Hold
2019
Q2
$1.2M Buy
2019
Q1
$1.1M Hold
2018
Q4
$903K Sell
2018
Q3
$3M Sell
2018
Q2
$2.98M Sell
2018
Q1
$3.08M Sell
2017
Q4
$3.05M Buy