RPg Family Wealth Advisory’s iShares Semiconductor ETF SOXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-342
Closed -$20.3K 268
2018
Q2
$20.3K Sell
342
-618
-64% -$37.5K 0.02% 167
2018
Q1
$57.6K Buy
960
+570
+146% +$34.7K 0.05% 104
2017
Q4
$22.1K Buy
+390
New +$22.2K 0.02% 200

Other funds holding SOXX

RPg Family Wealth Advisory's SOXX Position: Q3 2018 in Review

RPg Family Wealth Advisory sold out of iShares Semiconductor ETF (SOXX) in Q3 2018, closing a stake of 342 shares — an estimated $20.3K sold.

RPg Family Wealth Advisory first reported a position in SOXX in Q4 2017 and held it in 3 quarters. The position peaked at $57.6K in Q1 2018. 151 funds tracked by Wall St. Rank hold SOXX as of Q3 2018.

  • RPg Family Wealth Advisory reported no remaining iShares Semiconductor ETF position as of Q3 2018 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 342 iShares Semiconductor ETF shares in Q3 2018, an estimated $20.3K.
  • RPg Family Wealth Advisory first reported a position in iShares Semiconductor ETF in Q4 2017 and held it in 3 quarters.
  • RPg Family Wealth Advisory's iShares Semiconductor ETF position peaked at $57.6K in Q1 2018.
  • 151 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2018.

Based on RPg Family Wealth Advisory's 13F filing for Q3 2018, filed 14 Nov 2018.