NEGWA
New England Guild Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $406K | Buy |
1,168
+368
| +46% | +$128K | 0.21% | 47 |
|
|
2022
Q3 | $255K | Hold |
800
| – | – | 0.15% | 61 |
|
|
2022
Q2 | $280K | Hold |
800
| – | – | 0.17% | 58 |
|
|
2022
Q1 | $379K | Hold |
800
| – | – | 0.2% | 51 |
|
|
2021
Q4 | $434K | Hold |
800
| – | – | 0.22% | 51 |
|
|
2021
Q3 | $357K | Hold |
800
| – | – | 0.19% | 47 |
|
|
2021
Q2 | $363K | Hold |
800
| – | – | 0.2% | 47 |
|
|
2021
Q1 | $339K | Hold |
800
| – | – | 0.19% | 47 |
|
|
2020
Q4 | $303K | Hold |
800
| – | – | 0.18% | 46 |
|
|
2020
Q3 | $244K | Hold |
800
| – | – | 0.17% | 45 |
|
|
2020
Q2 | $217K | Buy |
+800
| New | +$217K | 0.16% | 50 |
|