Wealth Enhancement Advisory Services’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 | $10.5M | Buy |
43,283
+15,850
| +58% | +$3.86M | 0.02% | 612 |
|
|
2025
Q1 | $5.16M | Sell |
27,433
-2,144
| -7% | -$403K | 0.01% | 824 |
|
|
2024
Q4 | $6.37M | Sell |
29,577
-112
| -0.4% | -$24.1K | 0.01% | 713 |
|
|
2024
Q3 | $6.85M | Sell |
29,689
-2,509
| -8% | -$579K | 0.01% | 627 |
|
|
2024
Q2 | $7.94M | Buy |
32,198
+1,686
| +6% | +$416K | 0.02% | 550 |
|
|
2024
Q1 | $6.89M | Buy |
30,512
+2,963
| +11% | +$669K | 0.02% | 585 |
|
|
2023
Q4 | $5.29M | Buy |
27,549
+6,006
| +28% | +$1.15M | 0.02% | 594 |
|
|
2023
Q3 | $3.4M | Buy |
+21,543
| New | +$3.4M | 0.01% | 676 |
|