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