WA
Waverly Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $786K | Sell |
3,294
-179
| -5% | -$42.7K | 0.01% | 676 |
|
|
2025
Q1 | $653K | Buy |
3,473
+1,787
| +106% | +$336K | 0.01% | 707 |
|
|
2024
Q4 | $363K | Buy |
1,686
+208
| +14% | +$44.8K | 0.01% | 764 |
|
|
2024
Q3 | $341K | Sell |
1,478
-1,350
| -48% | -$311K | 0.01% | 656 |
|
|
2024
Q2 | $698K | Buy |
2,828
+637
| +29% | +$157K | 0.01% | 501 |
|
|
2024
Q1 | $495K | Buy |
2,191
+1,390
| +174% | +$314K | 0.01% | 482 |
|
|
2023
Q4 | $461K | Buy |
+801
| New | +$461K | 0.02% | 310 |
|