Paragon Private Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$542K Sell
2025
Q1
$440K Sell
2024
Q4
$559K Buy
2024
Q3
$581K Sell
2024
Q2
$645K Buy
2024
Q1
$512K Buy
2023
Q4
$384K Buy
2023
Q3
$257K Buy
2023
Q2
$259K Buy
2023
Q1
$221K Buy