NEPWA
New England Private Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Buy |
2,203
+4
| +0.2% | +$992 | 0.08% | 107 |
|
|
2025
Q1 | $414K | Buy |
2,199
+3
| +0.1% | +$564 | 0.06% | 103 |
|
|
2024
Q4 | $473K | Sell |
2,196
-12
| -0.5% | -$2.59K | 0.08% | 102 |
|
|
2024
Q3 | $509K | Buy |
2,208
+21
| +1% | +$4.84K | 0.08% | 94 |
|
|
2024
Q2 | $539K | Buy |
2,187
+3
| +0.1% | +$740 | 0.09% | 91 |
|
|
2024
Q1 | $493K | Buy |
+2,184
| New | +$493K | 0.09% | 93 |
|