RWG
Ratio Wealth Group’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.53M | Buy |
15,636
+10,611
| +211% | +$2.4M | 0.66% | 32 |
|
|
2023
Q4 | $2.89M | Buy |
5,025
+334
| +7% | +$192K | 0.63% | 33 |
|
|
2023
Q3 | $2.22M | Buy |
4,691
+186
| +4% | +$88.1K | 0.56% | 31 |
|
|
2023
Q2 | $2.29M | Buy |
+4,505
| New | +$2.29M | 0.57% | 30 |
|
|
2022
Q4 | $2.24M | Buy |
6,433
+1,104
| +21% | +$384K | 0.64% | 28 |
|
|
2022
Q3 | $1.7M | Buy |
+5,329
| New | +$1.7M | 0.55% | 32 |
|