PWM
Provident Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Sell |
496
-41
| -8% | -$9.79K | 0.04% | 92 |
|
|
2025
Q1 | $101K | Buy |
537
+254
| +90% | +$47.8K | 0.03% | 95 |
|
|
2024
Q4 | $61K | Hold |
283
| – | – | 0.02% | 105 |
|
|
2024
Q3 | $65.3K | Sell |
283
-17
| -6% | -$3.92K | 0.02% | 102 |
|
|
2024
Q2 | $74K | Buy |
+300
| New | +$74K | 0.03% | 93 |
|