REDW Wealth’s iShares Semiconductor ETF SOXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,980
Closed -$335K 149
2023
Q2
$335K Hold
1,980
0.1% 107
2023
Q1
$293K Sell
1,980
-60
-3% -$8.89K 0.09% 105
2022
Q4
$237K Buy
+2,040
New +$237K 0.08% 116