PPWM
PFG Private Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12
| Closed | -$2.71K | – | 248 |
|
|
2024
Q1 | $2.71K | Buy |
12
+8
| +200% | +$1.81K | ﹤0.01% | 180 |
|
|
2023
Q4 | $2.3K | Hold |
4
| – | – | ﹤0.01% | 194 |
|
|
2023
Q3 | $1.9K | Hold |
4
| – | – | ﹤0.01% | 241 |
|
|
2023
Q2 | $2.03K | Hold |
4
| – | – | ﹤0.01% | 251 |
|
|
2023
Q1 | $1.78K | Hold |
4
| – | – | ﹤0.01% | 255 |
|
|
2022
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 328 |
|
|
2022
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 331 |
|
|
2022
Q2 | $1K | Sell |
4
-5
| -56% | -$1.25K | ﹤0.01% | 304 |
|
|
2022
Q1 | $4K | Hold |
9
| – | – | ﹤0.01% | 249 |
|
|
2021
Q4 | $5K | Hold |
9
| – | – | ﹤0.01% | 227 |
|
|
2021
Q3 | $4K | Buy |
+9
| New | +$4K | ﹤0.01% | 228 |
|