Spire Wealth Management’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 | $2.38M | Sell |
9,968
-4,697
| -32% | -$1.12M | 0.09% | 201 |
|
|
2025
Q1 | $2.76M | Sell |
14,665
-1,367
| -9% | -$257K | 0.09% | 220 |
|
|
2024
Q4 | $3.45M | Sell |
16,032
-5,559
| -26% | -$1.2M | 0.11% | 162 |
|
|
2024
Q3 | $4.98M | Sell |
21,591
-7,897
| -27% | -$1.82M | 0.17% | 117 |
|
|
2024
Q2 | $7.27M | Buy |
29,488
+3,493
| +13% | +$861K | 0.26% | 87 |
|
|
2024
Q1 | $5.87M | Buy |
25,995
+3,585
| +16% | +$810K | 0.11% | 135 |
|
|
2023
Q4 | $4.49M | Buy |
22,410
+2,763
| +14% | +$554K | 0.15% | 154 |
|
|
2023
Q3 | $3.1M | Sell |
19,647
-5,922
| -23% | -$935K | 0.12% | 185 |
|
|
2023
Q2 | $4.32M | Buy |
25,569
+5,145
| +25% | +$870K | 0.16% | 124 |
|
|
2023
Q1 | $3.03M | Buy |
20,424
+19,005
| +1,339% | +$2.82M | 0.12% | 163 |
|
|
2022
Q4 | $165K | Sell |
1,419
-375
| -21% | -$43.6K | 0.01% | 601 |
|
|
2022
Q3 | $191K | Sell |
1,794
-1,605
| -47% | -$171K | 0.01% | 541 |
|
|
2022
Q2 | $396K | Sell |
3,399
-62,421
| -95% | -$7.27M | 0.02% | 547 |
|
|
2022
Q1 | $10.4M | Sell |
65,820
-18,123
| -22% | -$2.86M | 0.28% | 97 |
|
|
2021
Q4 | $15.2M | Buy |
83,943
+4,704
| +6% | +$854K | 0.34% | 78 |
|
|
2021
Q3 | $11.8M | Buy |
79,239
+4,290
| +6% | +$638K | 0.31% | 91 |
|
|
2021
Q2 | $11.4M | Buy |
74,949
+1,239
| +2% | +$188K | 0.31% | 91 |
|
|
2021
Q1 | $10.4M | Buy |
+73,710
| New | +$10.4M | 0.28% | 100 |
|