Powell Investment 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
Q1 | – | Sell |
-350
| Closed | -$75.4K | – | 159 |
|
|
2024
Q4 | $75.4K | Buy |
+350
| New | +$75.4K | 0.03% | 140 |
|
|
2024
Q1 | – | Sell |
-264
| Closed | -$50.7K | – | 151 |
|
|
2023
Q4 | $50.7K | Buy |
+264
| New | +$50.7K | 0.03% | 137 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 146 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 142 |
|
|
2022
Q3 | – | Sell |
-450
| Closed | -$52K | – | 139 |
|
|
2022
Q2 | $52K | Buy |
+450
| New | +$52K | 0.03% | 128 |
|