Surience Private Wealth’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 | $6.06M | Buy |
+25,382
| New | +$6.06M | 5.69% | 5 |
|
|
2024
Q2 | – | Sell |
-59,993
| Closed | -$13.6M | – | 40 |
|
|
2024
Q1 | $13.6M | Buy |
+59,993
| New | +$13.6M | 12.84% | 2 |
|
|
2022
Q2 | – | Sell |
-60,606
| Closed | -$9.56M | – | 21 |
|
|
2022
Q1 | $9.56M | Sell |
60,606
-40,443
| -40% | -$6.38M | 8.36% | 4 |
|
|
2021
Q4 | $18.3M | Buy |
+101,049
| New | +$18.3M | 14.89% | 1 |
|