OWP
ORG Wealth Partners’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.9K | Sell |
332
-3,144
| -90% | -$747K | 0.02% | 280 |
|
|
2025
Q1 | $655K | Buy |
3,476
+3,145
| +950% | +$592K | 0.2% | 92 |
|
|
2024
Q4 | $71.4K | Sell |
331
-44
| -12% | -$9.49K | 0.02% | 221 |
|
|
2024
Q3 | $86.7K | Buy |
+375
| New | +$86.7K | 0.03% | 202 |
|