Stonebridge Financial Planning Group’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 | $1.74M | Sell |
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|
2025
Q1 | $1.48M | Sell |
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|
2024
Q4 | $1.78M | Buy |
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|
2024
Q3 | $1.89M | Sell |
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|
2024
Q2 | $2.12M | Sell |
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|
2024
Q1 | $1.95M | Sell |
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|
2023
Q4 | $1.7M | Buy |
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|
2023
Q3 | $931K | Hold |
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|
2023
Q2 | $997K | Sell |
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|
2023
Q1 | $947K | Sell |
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|
2022
Q4 | $1.62M | Sell |
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|
2022
Q3 | $1.74M | Sell |
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|
2022
Q2 | $2M | Sell |
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|
2022
Q1 | $3.27M | Buy |
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|
2021
Q4 | $3.13M | Buy |
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|
2021
Q3 | $3.2M | Buy |
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|
2021
Q2 | $2.2M | Buy |
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|
2021
Q1 | $1.93M | Buy |
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|
2020
Q4 | $1.39M | Buy |
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|
2020
Q3 | $1.18M | Buy |
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|
2020
Q2 | $982K | Sell |
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|
2020
Q1 | $838K | Sell |
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|
2019
Q4 | $949K | Buy |
|