Regal Investment Advisors’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
Q2 | $303K | Buy |
+1,270
| New | +$303K | 0.02% | 422 |
|
|
2024
Q3 | – | Sell |
-1,306
| Closed | -$322K | – | 565 |
|
|
2024
Q2 | $322K | Sell |
1,306
-56
| -4% | -$13.8K | 0.02% | 445 |
|
|
2024
Q1 | $308K | Sell |
1,362
-441
| -24% | -$99.7K | 0.02% | 458 |
|
|
2023
Q4 | $346K | Buy |
1,803
+39
| +2% | +$7.48K | 0.03% | 395 |
|
|
2023
Q3 | $278K | Sell |
1,764
-240
| -12% | -$37.9K | 0.02% | 403 |
|
|
2023
Q2 | $339K | Buy |
2,004
+66
| +3% | +$11.2K | 0.03% | 372 |
|
|
2023
Q1 | $287K | Sell |
1,938
-960
| -33% | -$142K | 0.03% | 406 |
|
|
2022
Q4 | $336K | Sell |
2,898
-261
| -8% | -$30.3K | 0.03% | 355 |
|
|
2022
Q3 | $336K | Buy |
3,159
+234
| +8% | +$24.9K | 0.04% | 337 |
|
|
2022
Q2 | $341K | Sell |
2,925
-120
| -4% | -$14K | 0.04% | 353 |
|
|
2022
Q1 | $481K | Buy |
3,045
+672
| +28% | +$106K | 0.04% | 317 |
|
|
2021
Q4 | $429K | Sell |
2,373
-759
| -24% | -$137K | 0.04% | 357 |
|
|
2021
Q3 | $465K | Buy |
3,132
+129
| +4% | +$19.2K | 0.05% | 337 |
|
|
2021
Q2 | $455K | Buy |
+3,003
| New | +$455K | 0.05% | 348 |
|
|
2021
Q1 | – | Sell |
-27,870
| Closed | -$3.52M | – | 360 |
|
|
2020
Q4 | $3.52M | Buy |
+27,870
| New | +$3.52M | 0.4% | 67 |
|
|
2020
Q3 | – | Sell |
-18,132
| Closed | -$1.64M | – | 240 |
|
|
2020
Q2 | $1.64M | Buy |
+18,132
| New | +$1.64M | 0.3% | 84 |
|