SWM
Strategic Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-17,100
| Closed | -$3.39M | – | 23 |
|
|
2019
Q2 | $3.39M | Buy |
+17,100
| New | +$3.39M | 2.63% | 17 |
|
|
2015
Q3 | – | Sell |
-26,446
| Closed | -$2.44M | – | 33 |
|
|
2015
Q2 | $2.44M | Buy |
+26,446
| New | +$2.44M | 2.82% | 15 |
|
|
2014
Q4 | – | Sell |
-18,935
| Closed | -$1.65M | – | 61 |
|
|
2014
Q3 | $1.65M | Buy |
+18,935
| New | +$1.65M | 1.71% | 15 |
|