RG
Retirement Group’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $390K | Buy |
1,726
+1,402
| +433% | +$317K | 0.14% | 79 |
|
|
2023
Q4 | $187K | Sell |
324
-400
| -55% | -$231K | 0.08% | 112 |
|
|
2023
Q3 | $343K | Buy |
724
+10
| +1% | +$4.74K | 0.14% | 72 |
|
|
2023
Q2 | $362K | Buy |
714
+363
| +103% | +$184K | 0.15% | 69 |
|
|
2023
Q1 | $156K | Buy |
351
+135
| +63% | +$60K | 0.07% | 107 |
|
|
2022
Q4 | $75K | Buy |
216
+121
| +127% | +$42K | 0.04% | 150 |
|
|
2022
Q3 | $30K | Sell |
95
-120
| -56% | -$37.9K | 0.02% | 152 |
|
|
2022
Q2 | $75K | Hold |
215
| – | – | 0.03% | 176 |
|
|
2022
Q1 | $102K | Hold |
215
| – | – | 0.04% | 168 |
|
|
2021
Q4 | $117K | Buy |
215
+36
| +20% | +$19.6K | 0.05% | 153 |
|
|
2021
Q3 | $80K | Hold |
179
| – | – | 0.04% | 180 |
|
|
2021
Q2 | $81K | Sell |
179
-58
| -24% | -$26.2K | 0.04% | 178 |
|
|
2021
Q1 | $100K | Buy |
237
+154
| +186% | +$65K | 0.05% | 187 |
|
|
2020
Q4 | $31K | Buy |
83
+50
| +152% | +$18.7K | 0.01% | 312 |
|
|
2020
Q3 | $10K | Hold |
33
| – | – | 0.01% | 418 |
|
|
2020
Q2 | $9K | Buy |
+33
| New | +$9K | 0.01% | 398 |
|
|
2019
Q4 | $8K | Buy |
+33
| New | +$8K | 0.01% | 402 |
|