Mount Yale Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.64M | Buy |
23,620
+3,780
| +19% | +$902K | 0.44% | 37 |
|
|
2025
Q1 | $3.73M | Buy |
19,840
+834
| +4% | +$157K | 0.32% | 58 |
|
|
2024
Q4 | $4.1M | Buy |
19,006
+1,583
| +9% | +$341K | 0.33% | 58 |
|
|
2024
Q3 | $4.02M | Sell |
17,423
-1,546
| -8% | -$356K | 0.39% | 62 |
|
|
2024
Q2 | $4.68M | Buy |
18,969
+979
| +5% | +$241K | 0.37% | 55 |
|
|
2024
Q1 | $4.06M | Sell |
17,990
-1,132
| -6% | -$256K | 0.31% | 71 |
|
|
2023
Q4 | $3.67M | Sell |
19,122
-2,055
| -10% | -$395K | 0.35% | 71 |
|
|
2023
Q3 | $3.34M | Sell |
21,177
-465
| -2% | -$73.4K | 0.36% | 65 |
|
|
2023
Q2 | $3.66M | Sell |
21,642
-873
| -4% | -$148K | 0.39% | 58 |
|
|
2023
Q1 | $3.34M | Buy |
22,515
+1,551
| +7% | +$230K | 0.37% | 61 |
|
|
2022
Q4 | $2.43M | Buy |
20,964
+4,419
| +27% | +$513K | 0.28% | 91 |
|
|
2022
Q3 | $1.76M | Buy |
16,545
+810
| +5% | +$86.1K | 0.23% | 99 |
|
|
2022
Q2 | $1.83M | Buy |
15,735
+5,241
| +50% | +$611K | 0.23% | 101 |
|
|
2022
Q1 | $1.66M | Buy |
10,494
+2,952
| +39% | +$466K | 0.18% | 130 |
|
|
2021
Q4 | $1.36M | Buy |
+7,542
| New | +$1.36M | 0.14% | 155 |
|