Nikulski Financial’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 | – | Sell |
-4,614
| Closed | -$868K | – | 149 |
|
|
2025
Q1 | $868K | Sell |
4,614
-3,441
| -43% | -$647K | 0.26% | 76 |
|
|
2024
Q4 | $1.74M | Buy |
8,055
+1,558
| +24% | +$336K | 0.51% | 58 |
|
|
2024
Q3 | $1.5M | Sell |
6,497
-664
| -9% | -$153K | 0.45% | 56 |
|
|
2024
Q2 | $1.77M | Buy |
7,161
+300
| +4% | +$74K | 0.56% | 49 |
|
|
2024
Q1 | $1.55M | Buy |
6,861
+915
| +15% | +$207K | 0.51% | 50 |
|
|
2023
Q4 | $1.14M | Buy |
5,946
+186
| +3% | +$35.7K | 0.42% | 57 |
|
|
2023
Q3 | $909K | Sell |
5,760
-45
| -0.8% | -$7.11K | 0.38% | 71 |
|
|
2023
Q2 | $982K | Buy |
5,805
+18
| +0.3% | +$3.04K | 0.41% | 62 |
|
|
2023
Q1 | $858K | Hold |
5,787
| – | – | 0.38% | 64 |
|
|
2022
Q4 | $671K | Buy |
5,787
+1,338
| +30% | +$155K | 0.32% | 69 |
|
|
2022
Q3 | $473K | Buy |
4,449
+15
| +0.3% | +$1.6K | 0.24% | 88 |
|
|
2022
Q2 | $517K | Sell |
4,434
-1,608
| -27% | -$187K | 0.26% | 86 |
|
|
2022
Q1 | $953K | Sell |
6,042
-984
| -14% | -$155K | 0.4% | 67 |
|
|
2021
Q4 | $1.27M | Sell |
7,026
-837
| -11% | -$151K | 0.53% | 48 |
|
|
2021
Q3 | $1.17M | Buy |
7,863
+1,200
| +18% | +$178K | 0.54% | 55 |
|
|
2021
Q2 | $989K | Sell |
6,663
-270
| -4% | -$40.1K | 0.46% | 58 |
|
|
2021
Q1 | $980K | Sell |
6,933
-1,926
| -22% | -$272K | 0.5% | 51 |
|
|
2020
Q4 | $1.12M | Buy |
8,859
+390
| +5% | +$49.3K | 0.61% | 43 |
|
|
2020
Q3 | $860K | Buy |
8,469
+960
| +13% | +$97.5K | 0.55% | 47 |
|
|
2020
Q2 | $678K | Buy |
7,509
+1,479
| +25% | +$134K | 0.48% | 52 |
|
|
2020
Q1 | $412K | Buy |
+6,030
| New | +$412K | 0.36% | 58 |
|