Valley Financial 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
2023 Q2	$10M	Buy	59,436 +37,542	+171%	+$6.35M	5.2%	6
2023 Q1	$3.25M	Sell	21,894 -1,527	-7%	-$226K	2.01%	17
2022 Q4	$2.72M	Sell	23,421 -39,195	-63%	-$4.55M	1.51%	17
2022 Q3	$6.65M	Buy	+62,616	New	+$6.65M	3.99%	8