Private Wealth Advisors (California)’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Buy |
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|
2025
Q1 | $409K | Hold |
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|
2024
Q4 | $468K | Sell |
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|
2024
Q3 | $491K | Buy |
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|
2024
Q2 | $540K | Hold |
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|
2024
Q1 | $495K | Sell |
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|
2023
Q4 | $428K | Sell |
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|
2023
Q3 | $403K | Sell |
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|
2023
Q2 | $465K | Sell |
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|
2023
Q1 | $411K | Sell |
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|
2022
Q4 | $335K | Sell |
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|
2022
Q3 | $1.63M | Sell |
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|
2022
Q2 | $2.11M | Buy |
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|
2022
Q1 | $1.06M | Sell |
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|
2021
Q4 | $2.27M | Sell |
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|
2021
Q3 | $2.18M | Buy |
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