SageView Advisory Group’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,781
| Closed | -$441K | – | 744 |
|
|
2024
Q1 | $441K | Buy |
14,781
+10,905
| +281% | +$325K | 0.02% | 349 |
|
|
2023
Q4 | $768K | Sell |
3,876
-3,327
| -46% | -$660K | 0.03% | 305 |
|
|
2023
Q3 | $1.14M | Buy |
7,203
+1,632
| +29% | +$258K | 0.07% | 188 |
|
|
2023
Q2 | $942K | Buy |
5,571
+774
| +16% | +$131K | 0.05% | 236 |
|
|
2023
Q1 | $711K | Sell |
4,797
-501
| -9% | -$74.2K | 0.05% | 258 |
|
|
2022
Q4 | $614K | Buy |
+5,298
| New | +$614K | 0.05% | 214 |
|