OIA
Optimum Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.2K | Hold |
361
| – | – | 0.04% | 275 |
|
|
2025
Q1 | $67.9K | Hold |
361
| – | – | 0.03% | 297 |
|
|
2024
Q4 | $77.8K | Hold |
361
| – | – | 0.03% | 287 |
|
|
2024
Q3 | $83.2K | Hold |
361
| – | – | 0.04% | 298 |
|
|
2024
Q2 | $89K | Buy |
361
+130
| +56% | +$32.1K | 0.04% | 281 |
|
|
2024
Q1 | $52.2K | Buy |
231
+154
| +200% | +$34.8K | 0.02% | 359 |
|
|
2023
Q4 | $44.4K | Hold |
77
| – | – | 0.02% | 366 |
|
|
2023
Q3 | $36.5K | Hold |
77
| – | – | 0.02% | 405 |
|
|
2023
Q2 | $39.1K | Hold |
77
| – | – | 0.02% | 402 |
|
|
2023
Q1 | $34.2K | Hold |
77
| – | – | 0.02% | 418 |
|
|
2022
Q4 | $26.8K | Hold |
77
| – | – | 0.01% | 449 |
|
|
2022
Q3 | $25K | Sell |
77
-40
| -34% | -$13K | 0.01% | 467 |
|
|
2022
Q2 | $41K | Hold |
117
| – | – | 0.02% | 427 |
|
|
2022
Q1 | $55K | Hold |
117
| – | – | 0.02% | 413 |
|
|
2021
Q4 | $63K | Hold |
117
| – | – | 0.02% | 419 |
|
|
2021
Q3 | $52K | Hold |
117
| – | – | 0.02% | 447 |
|
|
2021
Q2 | $53K | Buy |
117
+77
| +193% | +$34.9K | 0.02% | 490 |
|
|
2021
Q1 | $17K | Buy |
+40
| New | +$17K | 0.01% | 694 |
|
|
2015
Q1 | $28K | Buy |
+300
| New | +$28K | 0.01% | 625 |
|