Valley Wealth Managers’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 | $2.17M | Buy |
9,109
+509
| +6% | +$122K | 0.16% | 109 |
|
|
2025
Q1 | $1.62M | Sell |
8,600
-1,132
| -12% | -$213K | 0.12% | 118 |
|
|
2024
Q4 | $2.1M | Buy |
9,732
+224
| +2% | +$48.3K | 0.16% | 108 |
|
|
2024
Q3 | $2.19M | Sell |
9,508
-81
| -0.8% | -$18.7K | 0.16% | 106 |
|
|
2024
Q2 | $2.37M | Sell |
9,589
-37,180
| -79% | -$9.17M | 0.19% | 106 |
|
|
2024
Q1 | $10.6M | Sell |
46,769
-5,527
| -11% | -$1.25M | 0.8% | 46 |
|
|
2023
Q4 | $10M | Sell |
52,296
-1,101
| -2% | -$211K | 0.78% | 48 |
|
|
2023
Q3 | $8.43M | Buy |
+53,397
| New | +$8.43M | 0.7% | 48 |
|