Patten & Patten’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 | $481K | Buy |
+2,015
| New | +$481K | 0.03% | 233 |
|
|
2025
Q1 | – | Sell |
-990
| Closed | -$213K | – | 326 |
|
|
2024
Q4 | $213K | Hold |
990
| – | – | 0.01% | 304 |
|
|
2024
Q3 | $228K | Sell |
990
-15
| -1% | -$3.46K | 0.02% | 291 |
|
|
2024
Q2 | $248K | Hold |
1,005
| – | – | 0.02% | 274 |
|
|
2024
Q1 | $227K | Sell |
1,005
-105
| -9% | -$23.7K | 0.02% | 288 |
|
|
2023
Q4 | $213K | Buy |
+1,110
| New | +$213K | 0.02% | 269 |
|