MGIA
Moneta Group Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $712K | Buy |
2,982
+70
| +2% | +$16.7K | 0.01% | 363 |
|
|
2025
Q1 | $548K | Sell |
2,912
-33
| -1% | -$6.21K | 0.01% | 398 |
|
|
2024
Q4 | $635K | Sell |
2,945
-283
| -9% | -$61K | 0.01% | 355 |
|
|
2024
Q3 | $744K | Buy |
3,228
+94
| +3% | +$21.7K | 0.01% | 323 |
|
|
2024
Q2 | $773K | Buy |
3,134
+331
| +12% | +$81.6K | 0.01% | 305 |
|
|
2024
Q1 | $633K | Buy |
2,803
+1,719
| +159% | +$388K | 0.01% | 331 |
|
|
2023
Q4 | $624K | Buy |
+1,084
| New | +$624K | 0.01% | 300 |
|
|
2018
Q2 | – | Sell |
-125
| Closed | -$23K | – | 605 |
|
|
2018
Q1 | $23K | Buy |
+125
| New | +$23K | ﹤0.01% | 382 |
|