Mission Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,022
| Closed | -$231K | – | 662 |
|
|
2024
Q1 | $231K | Buy |
+1,022
| New | +$231K | 0.01% | 573 |
|
|
2022
Q1 | – | Sell |
-1,335
| Closed | -$241K | – | 528 |
|
|
2021
Q4 | $241K | Sell |
1,335
-12
| -0.9% | -$2.17K | 0.01% | 457 |
|
|
2021
Q3 | $200K | Buy |
1,347
+6
| +0.4% | +$891 | 0.01% | 469 |
|
|
2021
Q2 | $203K | Sell |
1,341
-552
| -29% | -$83.6K | 0.01% | 461 |
|
|
2021
Q1 | $268K | Sell |
1,893
-30
| -2% | -$4.25K | 0.02% | 384 |
|
|
2020
Q4 | $243K | Buy |
+1,923
| New | +$243K | 0.02% | 368 |
|