TFA
Teamwork Financial Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,562
| Closed | -$1.69M | – | 220 |
|
|
2023
Q3 | $1.69M | Buy |
3,562
+213
| +6% | +$101K | 0.28% | 60 |
|
|
2023
Q2 | $1.7M | Buy |
3,349
+205
| +7% | +$104K | 0.28% | 62 |
|
|
2023
Q1 | $1.4M | Sell |
3,144
-116
| -4% | -$51.6K | 0.26% | 65 |
|
|
2022
Q4 | $1.13M | Buy |
3,260
+1,639
| +101% | +$570K | 0.23% | 73 |
|
|
2022
Q3 | $517K | Buy |
1,621
+137
| +9% | +$43.7K | 0.11% | 110 |
|
|
2022
Q2 | $519K | Sell |
1,484
-1,542
| -51% | -$539K | 0.11% | 126 |
|
|
2022
Q1 | $1.43M | Sell |
3,026
-407
| -12% | -$193K | 0.27% | 69 |
|
|
2021
Q4 | $1.86M | Buy |
3,433
+15
| +0.4% | +$8.14K | 0.34% | 54 |
|
|
2021
Q3 | $1.52M | Buy |
3,418
+172
| +5% | +$76.7K | 0.3% | 62 |
|
|
2021
Q2 | $1.47M | Buy |
3,246
+576
| +22% | +$262K | 0.3% | 61 |
|
|
2021
Q1 | $1.13M | Sell |
2,670
-1,288
| -33% | -$546K | 0.27% | 80 |
|
|
2020
Q4 | $1.5M | Buy |
3,958
+221
| +6% | +$83.8K | 0.36% | 51 |
|
|
2020
Q3 | $1.14M | Sell |
3,737
-90
| -2% | -$27.4K | 0.35% | 60 |
|
|
2020
Q2 | $1.04M | Buy |
+3,827
| New | +$1.04M | 0.37% | 68 |
|