WWM
Wagner Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14
| Closed | -$8.07K | – | 274 |
|
|
2023
Q4 | $8.07K | Hold |
14
| – | – | ﹤0.01% | 203 |
|
|
2023
Q3 | $6.63K | Hold |
14
| – | – | ﹤0.01% | 179 |
|
|
2023
Q2 | $7.1K | Hold |
14
| – | – | ﹤0.01% | 186 |
|
|
2023
Q1 | $6.23K | Hold |
14
| – | – | ﹤0.01% | 183 |
|
|
2022
Q4 | $4.87K | Hold |
14
| – | – | ﹤0.01% | 198 |
|
|
2022
Q3 | $4K | Sell |
14
-4
| -22% | -$1.14K | ﹤0.01% | 559 |
|
|
2022
Q2 | $6K | Sell |
18
-10
| -36% | -$3.33K | ﹤0.01% | 512 |
|
|
2022
Q1 | $14K | Buy |
28
+14
| +100% | +$7K | 0.01% | 179 |
|
|
2021
Q4 | $8K | Buy |
+14
| New | +$8K | 0.01% | 523 |
|
|
2018
Q3 | $34K | Hold |
186
| – | – | 0.02% | 284 |
|
|
2018
Q2 | $33K | Buy |
+186
| New | +$33K | 0.02% | 266 |
|