TWA
TCI Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Hold |
0
| – | – | – | 1953 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 2421 |
|
|
2022
Q3 | – | Sell |
-25
| Closed | -$9K | – | 2557 |
|
|
2022
Q2 | $9K | Buy |
+25
| New | +$9K | ﹤0.01% | 1106 |
|
|
2021
Q4 | – | Sell |
-21
| Closed | -$9K | – | 2489 |
|
|
2021
Q3 | $9K | Buy |
+21
| New | +$9K | ﹤0.01% | 1182 |
|
|
2021
Q2 | – | Sell |
-38
| Closed | -$16K | – | 2425 |
|
|
2021
Q1 | $16K | Buy |
+38
| New | +$16K | 0.01% | 627 |
|
|
2020
Q1 | – | Sell |
-1,250
| Closed | -$314K | – | 1728 |
|
|
2019
Q4 | $314K | Buy |
+1,250
| New | +$314K | 0.12% | 123 |
|