National Wealth Management Group’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
Q1 | $404K | Sell |
2,146
-1
| -0% | -$188 | 0.27% | 94 |
|
|
2024
Q4 | $463K | Sell |
2,147
-88
| -4% | -$19K | 0.31% | 76 |
|
|
2024
Q3 | $515K | Sell |
2,235
-110
| -5% | -$25.4K | 0.35% | 71 |
|
|
2024
Q2 | $578K | Buy |
2,345
+140
| +6% | +$34.5K | 0.44% | 52 |
|
|
2024
Q1 | $498K | Buy |
2,205
+99
| +5% | +$22.4K | 0.39% | 69 |
|
|
2023
Q4 | $404K | Buy |
2,106
+3
| +0.1% | +$576 | 0.39% | 79 |
|
|
2023
Q3 | $332K | Buy |
2,103
+9
| +0.4% | +$1.42K | 0.36% | 92 |
|
|
2023
Q2 | $356K | Buy |
2,094
+45
| +2% | +$7.66K | 0.37% | 88 |
|
|
2023
Q1 | $281K | Buy |
2,049
+30
| +1% | +$4.11K | 0.32% | 101 |
|
|
2022
Q4 | $234K | Sell |
2,019
-87
| -4% | -$10.1K | 0.28% | 116 |
|
|
2022
Q3 | $224K | Hold |
2,106
| – | – | 0.29% | 108 |
|
|
2022
Q2 | $245K | Sell |
2,106
-12
| -0.6% | -$1.4K | 0.31% | 87 |
|
|
2022
Q1 | $334K | Sell |
2,118
-18
| -0.8% | -$2.84K | 0.32% | 74 |
|
|
2021
Q4 | $386K | Buy |
+2,136
| New | +$386K | 0.36% | 75 |
|