RFA
Resurgent Financial Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-143
| Closed | -$82.4K | – | 433 |
|
|
2023
Q4 | $82.4K | Sell |
143
-60
| -30% | -$34.6K | 0.05% | 265 |
|
|
2023
Q3 | $96.2K | Hold |
203
| – | – | 0.07% | 226 |
|
|
2023
Q2 | $103K | Buy |
203
+70
| +53% | +$35.5K | 0.07% | 227 |
|
|
2023
Q1 | $59.1K | Hold |
133
| – | – | 0.04% | 305 |
|
|
2022
Q4 | $46.3K | Buy |
+133
| New | +$46.3K | 0.02% | 441 |
|