Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22
| Closed | -$4.14K | – | 855 |
|
|
2025
Q1 | $4.14K | Hold |
22
| – | – | ﹤0.01% | 653 |
|
|
2024
Q4 | $4.74K | Hold |
22
| – | – | ﹤0.01% | 694 |
|
|
2024
Q3 | $5.07K | Buy |
+22
| New | +$5.07K | ﹤0.01% | 681 |
|
|
2024
Q1 | – | Sell |
-45
| Closed | -$8.64K | – | 940 |
|
|
2023
Q4 | $8.64K | Buy |
+45
| New | +$8.64K | ﹤0.01% | 573 |
|
|
2022
Q1 | – | Sell |
-162
| Closed | -$29K | – | 1006 |
|
|
2021
Q4 | $29K | Sell |
162
-9
| -5% | -$1.61K | ﹤0.01% | 473 |
|
|
2021
Q3 | $25K | Buy |
171
+114
| +200% | +$16.7K | 0.01% | 517 |
|
|
2021
Q2 | $9K | Hold |
57
| – | – | ﹤0.01% | 697 |
|
|
2021
Q1 | $8K | Buy |
+57
| New | +$8K | ﹤0.01% | 695 |
|
|
2017
Q2 | – | Sell |
-387
| Closed | -$18K | – | 895 |
|
|
2017
Q1 | $18K | Buy |
+387
| New | +$18K | 0.01% | 496 |
|