New England Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-16
| Closed | -$3.88K | – | 415 |
|
|
2024
Q2 | $3.88K | Hold |
16
| – | – | ﹤0.01% | 287 |
|
|
2024
Q1 | $3.55K | Sell |
16
-56
| -78% | -$12.4K | ﹤0.01% | 288 |
|
|
2023
Q4 | $14K | Hold |
72
| – | – | 0.01% | 209 |
|
|
2023
Q3 | $11.4K | Hold |
72
| – | – | 0.01% | 219 |
|
|
2023
Q2 | $12.2K | Hold |
72
| – | – | 0.01% | 214 |
|
|
2023
Q1 | $10.7K | Buy |
+72
| New | +$10.7K | 0.01% | 240 |
|