Montag & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $938K | Sell |
|
|||||
|
2025
Q1 | $3.72M | Hold |
|
|||||
|
2024
Q4 | $4.26M | Sell |
|
|||||
|
2024
Q3 | $10.1M | Sell |
|
|||||
|
2024
Q2 | $11.7M | Sell |
|
|||||
|
2024
Q1 | $10.7M | Buy |
|
|||||
|
2023
Q4 | $8.75M | Buy |
|
|||||
|
2023
Q3 | $6.68M | Sell |
|
|||||
|
2023
Q2 | $8.95M | Buy |
|
|||||
|
2023
Q1 | $3.21M | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $79K | Hold |
|
|||||
|
2022
Q1 | $106K | Buy |
|
|||||
|
2021
Q4 | $81K | Hold |
|
|||||
|
2021
Q3 | $67K | Hold |
|
|||||
|
2021
Q2 | $68K | Sell |
|
|||||
|
2021
Q1 | $106K | Hold |
|
|||||
|
2020
Q4 | $95K | Buy |
|