New England Professional Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,953
| Closed | -$227K | – | 39 |
|
|
2022
Q2 | $227K | Hold |
1,953
| – | – | 0.16% | 30 |
|
|
2022
Q1 | $303K | Sell |
1,953
-114
| -6% | -$17.7K | 0.18% | 26 |
|
|
2021
Q4 | $360K | Buy |
2,067
+426
| +26% | +$74.2K | 0.22% | 22 |
|
|
2021
Q3 | $259K | Hold |
1,641
| – | – | 0.15% | 33 |
|
|
2021
Q2 | $249K | Buy |
+1,641
| New | +$249K | 0.15% | 35 |
|