Prosperity Financial Group’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 |
-6,352
| Closed | -$1.37M | – | 186 |
|
2024
Q4 | $1.37M | Buy |
6,352
+130
| +2% | +$28K | 0.68% | 43 |
|
2024
Q3 | $1.43M | Sell |
6,222
-191
| -3% | -$44K | 0.8% | 36 |
|
2024
Q2 | $1.58M | Buy |
6,413
+857
| +15% | +$211K | 1% | 31 |
|
2024
Q1 | $1.26M | Sell |
5,556
-1,950
| -26% | -$441K | 0.78% | 38 |
|
2023
Q4 | $1.44M | Buy |
7,506
+471
| +7% | +$90.4K | 1% | 23 |
|
2023
Q3 | $1.11M | Buy |
7,035
+126
| +2% | +$19.9K | 0.92% | 29 |
|
2023
Q2 | $1.17M | Sell |
6,909
-447
| -6% | -$75.6K | 1.03% | 27 |
|
2023
Q1 | $1.09M | Sell |
7,356
-681
| -8% | -$101K | 1.1% | 24 |
|
2022
Q4 | $932K | Buy |
+8,037
| New | +$932K | 1.01% | 24 |
|