OWA
Outlook Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Hold |
1,152
| – | – | 0.07% | 232 |
|
|
2025
Q1 | $217K | Buy |
1,152
+222
| +24% | +$41.8K | 0.06% | 254 |
|
|
2024
Q4 | $200K | Sell |
930
-220
| -19% | -$47.4K | 0.06% | 247 |
|
|
2024
Q3 | $265K | Hold |
1,150
| – | – | 0.08% | 230 |
|
|
2024
Q2 | $4.53M | Buy |
1,150
+25
| +2% | +$98.5K | 1.41% | 14 |
|
|
2024
Q1 | $254K | Buy |
+1,125
| New | +$254K | 0.08% | 232 |
|