Park Square Financial Group’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
$255K Sell
1,068
-527
-33% -$126K 0.18% 86
2025
Q1
$300K Sell
1,595
-51
-3% -$9.6K 0.24% 58
2024
Q4
$355K Buy
+1,646
New +$355K 0.25% 53