National Wealth Management Group’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
Q3 | $595K | Buy |
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|
2025
Q2 | $518K | Buy |
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|
2025
Q1 | $404K | Sell |
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|
2024
Q4 | $463K | Sell |
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|
2024
Q3 | $515K | Sell |
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|
2024
Q2 | $578K | Buy |
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|
2024
Q1 | $498K | Buy |
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|
2023
Q4 | $404K | Buy |
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|
2023
Q3 | $332K | Buy |
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|
2023
Q2 | $356K | Buy |
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|
2023
Q1 | $281K | Buy |
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|
2022
Q4 | $234K | Sell |
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|
2022
Q3 | $224K | Hold |
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|
2022
Q2 | $245K | Sell |
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|
2022
Q1 | $334K | Sell |
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|
2021
Q4 | $386K | Buy |
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