ProVise Management Group’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
Q4 | $216K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $390K | Buy |
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|
2024
Q2 | $414K | Sell |
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|
2024
Q1 | $434K | Buy |
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|
2023
Q4 | $368K | Sell |
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|
2023
Q3 | $306K | Buy |
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|
2023
Q2 | $325K | Buy |
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|
2023
Q1 | $272K | Hold |
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|
2022
Q4 | $213K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $214K | Hold |
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|
2022
Q1 | $290K | Sell |
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|
2021
Q4 | $350K | Buy |
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|
2021
Q3 | $286K | Buy |
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|
2021
Q2 | $276K | Sell |
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|
2021
Q1 | $338K | Buy |
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|
2020
Q4 | $300K | Buy |
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