PHWM
Pine Harbor Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
1,804
+3
| +0.2% | +$716 | 0.15% | 60 |
|
|
2025
Q1 | $339K | Buy |
1,801
+20
| +1% | +$3.76K | 0.14% | 63 |
|
|
2024
Q4 | $384K | Buy |
1,781
+3
| +0.2% | +$647 | 0.15% | 60 |
|
|
2024
Q3 | $410K | Buy |
1,778
+4
| +0.2% | +$923 | 0.2% | 59 |
|
|
2024
Q2 | $438K | Buy |
1,774
+2
| +0.1% | +$493 | 0.26% | 58 |
|
|
2024
Q1 | $400K | Buy |
1,772
+1,182
| +200% | +$267K | 0.25% | 62 |
|
|
2023
Q4 | $340K | Buy |
+590
| New | +$340K | 0.26% | 64 |
|