Tradition Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-192
| Closed | -$37K | – | 1063 |
|
|
2023
Q4 | $37K | Hold |
192
| – | – | ﹤0.01% | 696 |
|
|
2023
Q3 | $30K | Hold |
192
| – | – | ﹤0.01% | 740 |
|
|
2023
Q2 | $32K | Buy |
192
+18
| +10% | +$3K | ﹤0.01% | 747 |
|
|
2023
Q1 | $26K | Sell |
174
-75
| -30% | -$11.2K | ﹤0.01% | 772 |
|
|
2022
Q4 | $29K | Hold |
249
| – | – | ﹤0.01% | 671 |
|
|
2022
Q3 | $26K | Buy |
249
+174
| +232% | +$18.2K | ﹤0.01% | 696 |
|
|
2022
Q2 | $9K | Hold |
75
| – | – | ﹤0.01% | 852 |
|
|
2022
Q1 | $12K | Hold |
75
| – | – | ﹤0.01% | 857 |
|
|
2021
Q4 | $14K | Buy |
+75
| New | +$14K | ﹤0.01% | 824 |
|