Rikoon Group’s iShares Semiconductor ETF SOXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$325K Sell
2,298
-120
-5% -$17K 0.09% 188
2020
Q4
$306K Buy
2,418
+345
+17% +$43.7K 0.09% 184
2020
Q3
$210K Buy
+2,073
New +$210K 0.06% 202