Strategic Financial Concepts’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
$248K Sell
1,040
-935
-47% -$223K 0.03% 228
2025
Q1
$372K Sell
1,975
-85
-4% -$16K 0.07% 210
2024
Q4
$444K Buy
2,060
+912
+79% +$197K 0.09% 193
2024
Q3
$265K Sell
1,148
-263,840
-100% -$60.9M 0.08% 195
2024
Q2
$173K Buy
264,988
+263,209
+14,795% +$171K 0.1% 137
2024
Q1
$402K Buy
+1,779
New +$402K 0.1% 187
2023
Q4
Sell
-1,578
Closed -$249K 249
2023
Q3
$249K Buy
1,578
+18
+1% +$2.84K 0.08% 214
2023
Q2
$264K Buy
1,560
+45
+3% +$7.61K 0.1% 187
2023
Q1
$225K Buy
+1,515
New +$225K 0.09% 198