Personal Capital Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $468K | Buy |
4,035
+387
| +11% | +$44.9K | ﹤0.01% | 316 |
|
|
2022
Q3 | $388K | Hold |
3,648
| – | – | ﹤0.01% | 321 |
|
|
2022
Q2 | $425K | Sell |
3,648
-270
| -7% | -$31.5K | ﹤0.01% | 293 |
|
|
2022
Q1 | $618K | Buy |
3,918
+777
| +25% | +$123K | ﹤0.01% | 287 |
|
|
2021
Q4 | $567K | Buy |
3,141
+300
| +11% | +$54.2K | ﹤0.01% | 316 |
|
|
2021
Q3 | $422K | Sell |
2,841
-105
| -4% | -$15.6K | ﹤0.01% | 334 |
|
|
2021
Q2 | $446K | Sell |
2,946
-372
| -11% | -$56.3K | ﹤0.01% | 328 |
|
|
2021
Q1 | $469K | Buy |
3,318
+189
| +6% | +$26.7K | ﹤0.01% | 314 |
|
|
2020
Q4 | $395K | Buy |
3,129
+552
| +21% | +$69.7K | ﹤0.01% | 334 |
|
|
2020
Q3 | $262K | Sell |
2,577
-207
| -7% | -$21K | ﹤0.01% | 359 |
|
|
2020
Q2 | $251K | Buy |
+2,784
| New | +$251K | ﹤0.01% | 317 |
|
|
2020
Q1 | – | Sell |
-3,006
| Closed | -$252K | – | 396 |
|
|
2019
Q4 | $252K | Buy |
+3,006
| New | +$252K | ﹤0.01% | 356 |
|