TRUE Private Wealth Advisors’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 | $2.78M | Buy |
+11,662
| New | +$2.78M | 0.31% | 54 |
|
|
2024
Q4 | – | Sell |
-5,857
| Closed | -$1.35M | – | 237 |
|
|
2024
Q3 | $1.35M | Buy |
5,857
+366
| +7% | +$84.4K | 0.16% | 80 |
|
|
2024
Q2 | $1.35M | Buy |
+5,491
| New | +$1.35M | 0.15% | 84 |
|
|
2023
Q2 | – | Sell |
-10,518
| Closed | -$1.56M | – | 252 |
|
|
2023
Q1 | $1.56M | Buy |
+10,518
| New | +$1.56M | 0.23% | 61 |
|