TCM
TruNorth Capital Management’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Hold |
1,541
| – | – | 0.08% | 67 |
|
|
2025
Q1 | $290K | Buy |
1,541
+870
| +130% | +$164K | 0.07% | 77 |
|
|
2024
Q4 | $145K | Hold |
671
| – | – | 0.04% | 86 |
|
|
2024
Q3 | $155K | Buy |
671
+205
| +44% | +$47.3K | 0.05% | 74 |
|
|
2024
Q2 | $115K | Buy |
466
+197
| +73% | +$48.6K | 0.04% | 82 |
|
|
2024
Q1 | $60.8K | Buy |
+269
| New | +$60.8K | 0.02% | 96 |
|