Sequoia Financial Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Buy |
1,938
+138
| +8% | +$32.9K | ﹤0.01% | 1028 |
|
|
2025
Q1 | $339K | Buy |
1,800
+38
| +2% | +$7.15K | ﹤0.01% | 1002 |
|
|
2024
Q4 | $380K | Buy |
1,762
+785
| +80% | +$169K | ﹤0.01% | 912 |
|
|
2024
Q3 | $225K | Buy |
+977
| New | +$225K | ﹤0.01% | 1117 |
|
|
2024
Q2 | – | Sell |
-1,078
| Closed | -$243K | – | 1246 |
|
|
2024
Q1 | $243K | Buy |
+1,078
| New | +$243K | ﹤0.01% | 952 |
|
|
2023
Q2 | – | Sell |
-1,701
| Closed | -$252K | – | 992 |
|
|
2023
Q1 | $252K | Buy |
+1,701
| New | +$252K | 0.01% | 687 |
|
|
2017
Q3 | – | Sell |
-8,580
| Closed | -$401K | – | 302 |
|
|
2017
Q2 | $401K | Hold |
8,580
| – | – | 0.05% | 167 |
|
|
2017
Q1 | $392K | Hold |
8,580
| – | – | 0.05% | 161 |
|
|
2016
Q4 | $351K | Buy |
+8,580
| New | +$351K | 0.05% | 172 |
|