NewEdge Wealth’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Sell |
7,902
-386
| -5% | -$93K | 0.03% | 387 |
|
|
2025
Q1 | $1.56M | Sell |
8,288
-6,113
| -42% | -$1.15M | 0.03% | 398 |
|
|
2024
Q4 | $3.1M | Buy |
14,401
+5,988
| +71% | +$1.29M | 0.05% | 266 |
|
|
2024
Q3 | $1.94M | Buy |
8,413
+3
| +0% | +$692 | 0.04% | 360 |
|
|
2024
Q2 | $2.07M | Buy |
8,410
+471
| +6% | +$116K | 0.04% | 320 |
|
|
2024
Q1 | $1.68M | Sell |
7,939
-503
| -6% | -$106K | 0.04% | 355 |
|
|
2023
Q4 | $1.62M | Sell |
8,442
-192
| -2% | -$36.9K | 0.04% | 329 |
|
|
2023
Q3 | $1.36M | Hold |
8,634
| – | – | 0.04% | 314 |
|
|
2023
Q2 | $1.46M | Sell |
8,634
-390
| -4% | -$66K | 0.05% | 300 |
|
|
2023
Q1 | $1.34M | Sell |
9,024
-852
| -9% | -$126K | 0.05% | 279 |
|
|
2022
Q4 | $1.15M | Sell |
9,876
-104,907
| -91% | -$12.2M | 0.05% | 276 |
|
|
2022
Q3 | $12.2M | Buy |
114,783
+5,058
| +5% | +$537K | 0.58% | 51 |
|
|
2022
Q2 | $12.8M | Buy |
109,725
+42,231
| +63% | +$4.92M | 0.58% | 46 |
|
|
2022
Q1 | $10.6M | Buy |
67,494
+13,947
| +26% | +$2.2M | 0.47% | 54 |
|
|
2021
Q4 | $9.68M | Buy |
+53,547
| New | +$9.68M | 0.41% | 66 |
|