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 |
|