O'Rourke & Company’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 | $913K | Sell |
3,823
-421
| -10% | -$100K | 0.43% | 55 |
|
|
2025
Q1 | $799K | Buy |
4,244
+129
| +3% | +$24.3K | 0.4% | 61 |
|
|
2024
Q4 | $887K | Buy |
4,115
+844
| +26% | +$182K | 0.43% | 53 |
|
|
2024
Q3 | $754K | Buy |
3,271
+1,299
| +66% | +$300K | 0.38% | 59 |
|
|
2024
Q2 | $486K | Buy |
1,972
+786
| +66% | +$194K | 0.27% | 76 |
|
|
2024
Q1 | $268K | Buy |
+1,186
| New | +$268K | 0.16% | 124 |
|