Novak & Powell Financial Services’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 | $251K | Sell |
1,050
-300
| -22% | -$71.6K | 0.17% | 121 |
|
|
2025
Q1 | $254K | Hold |
1,350
| – | – | 0.16% | 126 |
|
|
2024
Q4 | $291K | Hold |
1,350
| – | – | 0.17% | 109 |
|
|
2024
Q3 | $311K | Hold |
1,350
| – | – | 0.18% | 106 |
|
|
2024
Q2 | $333K | Hold |
1,350
| – | – | 0.21% | 98 |
|
|
2024
Q1 | $305K | Hold |
1,350
| – | – | 0.23% | 98 |
|
|
2023
Q4 | $259K | Buy |
+1,350
| New | +$259K | 0.17% | 112 |
|