PWAC
Private Wealth Advisors (California)’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Buy |
2,175
+1
| +0% | +$239 | 0.19% | 64 |
|
|
2025
Q1 | $409K | Hold |
2,174
| – | – | 0.15% | 65 |
|
|
2024
Q4 | $468K | Sell |
2,174
-17
| -0.8% | -$3.66K | 0.18% | 60 |
|
|
2024
Q3 | $491K | Buy |
2,191
+1
| +0% | +$224 | 0.19% | 57 |
|
|
2024
Q2 | $540K | Hold |
2,190
| – | – | 0.21% | 57 |
|
|
2024
Q1 | $495K | Buy |
2,190
+1,447
| +195% | +$327K | 0.2% | 58 |
|
|
2023
Q4 | $428K | Sell |
743
-108
| -13% | -$62.2K | 0.17% | 53 |
|
|
2023
Q3 | $403K | Sell |
851
-67
| -7% | -$31.7K | 0.17% | 57 |
|
|
2023
Q2 | $465K | Sell |
918
-5
| -0.5% | -$2.54K | 0.19% | 54 |
|
|
2023
Q1 | $411K | Sell |
923
-41
| -4% | -$18.2K | 0.17% | 59 |
|
|
2022
Q4 | $335K | Sell |
964
-4,163
| -81% | -$1.45M | 0.11% | 60 |
|
|
2022
Q3 | $1.63M | Sell |
5,127
-16
| -0.3% | -$5.1K | 0.76% | 32 |
|
|
2022
Q2 | $2.11M | Buy |
5,143
+2,907
| +130% | +$1.19M | 0.78% | 34 |
|
|
2022
Q1 | $1.06M | Sell |
2,236
-1,954
| -47% | -$925K | 0.34% | 49 |
|
|
2021
Q4 | $2.27M | Sell |
4,190
-13
| -0.3% | -$7.05K | 0.49% | 29 |
|
|
2021
Q3 | $2.18M | Buy |
+4,203
| New | +$2.18M | 0.52% | 33 |
|