PWA
Physician Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Sell |
837
-177
| -17% | -$42.2K | 0.03% | 185 |
|
|
2025
Q1 | $191K | Sell |
1,014
-64
| -6% | -$12K | 0.03% | 188 |
|
|
2024
Q4 | $232K | Buy |
1,078
+59
| +6% | +$12.7K | 0.04% | 161 |
|
|
2024
Q3 | $232K | Buy |
1,019
+158
| +18% | +$35.9K | 0.04% | 167 |
|
|
2024
Q2 | $225K | Buy |
+861
| New | +$225K | 0.04% | 163 |
|