SPWG
Syntegra Private Wealth Group’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Hold |
1,454
| – | – | 0.04% | 136 |
|
|
2025
Q1 | $274K | Buy |
1,454
+28
| +2% | +$5.27K | 0.03% | 138 |
|
|
2024
Q4 | $307K | Buy |
1,426
+58
| +4% | +$12.5K | 0.03% | 120 |
|
|
2024
Q3 | $315K | Buy |
1,368
+255
| +23% | +$58.8K | 0.04% | 120 |
|
|
2024
Q2 | $274K | Hold |
1,113
| – | – | 0.03% | 121 |
|
|
2024
Q1 | $251K | Buy |
1,113
+742
| +200% | +$168K | 0.03% | 124 |
|
|
2023
Q4 | $214K | Buy |
+371
| New | +$214K | 0.03% | 125 |
|