WBH Advisory’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 | $416K | Hold |
1,744
| – | – | 0.04% | 245 |
|
|
2025
Q1 | $328K | Buy |
1,744
+600
| +52% | +$113K | 0.03% | 260 |
|
|
2024
Q4 | $247K | Sell |
1,144
-2
| -0.2% | -$431 | 0.02% | 291 |
|
|
2024
Q3 | $264K | Sell |
1,146
-54
| -5% | -$12.5K | 0.03% | 276 |
|
|
2024
Q2 | $296K | Hold |
1,200
| – | – | 0.03% | 259 |
|
|
2024
Q1 | $271K | Hold |
1,200
| – | – | 0.03% | 274 |
|
|
2023
Q4 | $230K | Sell |
1,200
-324
| -21% | -$62.2K | 0.03% | 286 |
|
|
2023
Q3 | $241K | Sell |
1,524
-27
| -2% | -$4.26K | 0.03% | 271 |
|
|
2023
Q2 | $262K | Sell |
1,551
-3
| -0.2% | -$507 | 0.03% | 267 |
|
|
2023
Q1 | $230K | Buy |
+1,554
| New | +$230K | 0.03% | 286 |
|
|
2022
Q3 | $218K | Sell |
2,049
-1,203
| -37% | -$128K | 0.03% | 270 |
|
|
2022
Q2 | $380K | Sell |
3,252
-1,191
| -27% | -$139K | 0.05% | 223 |
|
|
2022
Q1 | $620K | Sell |
4,443
-4,377
| -50% | -$611K | 0.08% | 196 |
|
|
2021
Q4 | $1.59M | Sell |
8,820
-2,109
| -19% | -$381K | 0.18% | 113 |
|
|
2021
Q3 | $1.62M | Buy |
+10,929
| New | +$1.62M | 0.22% | 98 |
|