Sequoia Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Buy |
|
|||||
|
2025
Q1 | $339K | Buy |
|
|||||
|
2024
Q4 | $380K | Buy |
|
|||||
|
2024
Q3 | $225K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $243K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $252K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $401K | Hold |
|
|||||
|
2017
Q1 | $392K | Hold |
|
|||||
|
2016
Q4 | $351K | Buy |
|