SWM
StoneCrest Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Sell |
2,564
-281
| -10% | -$67.1K | 0.29% | 54 |
|
|
2025
Q1 | $535K | Sell |
2,845
-792
| -22% | -$149K | 0.34% | 47 |
|
|
2024
Q4 | $784K | Sell |
3,637
-140
| -4% | -$30.2K | 0.51% | 36 |
|
|
2024
Q3 | $871K | Sell |
3,777
-507
| -12% | -$117K | 0.63% | 34 |
|
|
2024
Q2 | $1.06M | Sell |
4,284
-225
| -5% | -$55.5K | 0.81% | 28 |
|
|
2024
Q1 | $1.02M | Buy |
4,509
+2,991
| +197% | +$676K | 0.88% | 29 |
|
|
2023
Q4 | $875K | Buy |
+1,518
| New | +$875K | 0.84% | 28 |
|