Oxler Private Wealth’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,060
| Closed | -$244K | – | 88 |
|
|
2024
Q3 | $244K | Buy |
+1,060
| New | +$244K | 0.09% | 80 |
|
|
2022
Q4 | – | Sell |
-90
| Closed | -$19.3K | – | 365 |
|
|
2022
Q3 | $19.3K | Hold |
90
| – | – | 0.01% | 299 |
|
|
2022
Q2 | $10.5K | Buy |
+90
| New | +$10.5K | 0.01% | 208 |
|
|
2021
Q1 | – | Sell |
-90
| Closed | -$11K | – | 197 |
|
|
2020
Q4 | $11K | Buy |
+90
| New | +$11K | 0.01% | 200 |
|