NWWA
New Wave 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 | – | Sell |
-2,227
| Closed | -$419K | – | 161 |
|
|
2025
Q1 | $419K | Sell |
2,227
-5,054
| -69% | -$951K | 0.19% | 74 |
|
|
2024
Q4 | $1.57M | Buy |
7,281
+1,152
| +19% | +$248K | 0.64% | 35 |
|
|
2024
Q3 | $1.41M | Buy |
6,129
+1,178
| +24% | +$272K | 0.65% | 36 |
|
|
2024
Q2 | $1.22M | Buy |
+4,951
| New | +$1.22M | 0.66% | 37 |
|