Seven Springs Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,259
| Closed | -$382K | – | 63 |
|
|
2023
Q2 | $382K | Sell |
2,259
-3,192
| -59% | -$540K | 0.18% | 43 |
|
|
2023
Q1 | $808K | Hold |
5,451
| – | – | 0.4% | 30 |
|
|
2022
Q4 | $632K | Hold |
5,451
| – | – | 0.31% | 34 |
|
|
2022
Q3 | $579K | Hold |
5,451
| – | – | 0.31% | 35 |
|
|
2022
Q2 | $635K | Hold |
5,451
| – | – | 0.32% | 35 |
|
|
2022
Q1 | $860K | Hold |
5,451
| – | – | 0.41% | 29 |
|
|
2021
Q4 | $985K | Hold |
5,451
| – | – | 0.45% | 25 |
|
|
2021
Q3 | $810K | Hold |
5,451
| – | – | 0.4% | 28 |
|
|
2021
Q2 | $825K | Hold |
5,451
| – | – | 0.36% | 29 |
|
|
2021
Q1 | $770K | Hold |
5,451
| – | – | 0.36% | 26 |
|
|
2020
Q4 | $689K | Hold |
5,451
| – | – | 0.36% | 27 |
|
|
2020
Q3 | $553K | Hold |
5,451
| – | – | 0.35% | 27 |
|
|
2020
Q2 | $492K | Hold |
5,451
| – | – | 0.31% | 24 |
|
|
2020
Q1 | $373K | Hold |
5,451
| – | – | 0.26% | 30 |
|
|
2019
Q4 | $456K | Buy |
+5,451
| New | +$456K | 0.31% | 29 |
|