WealthBridge Capital Management’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 | – | Sell |
-1,916
| Closed | -$360K | – | 218 |
|
|
2025
Q1 | $360K | Buy |
1,916
+497
| +35% | +$93.5K | 0.1% | 133 |
|
|
2024
Q4 | $306K | Buy |
+1,419
| New | +$306K | 0.09% | 147 |
|
|
2023
Q4 | – | Sell |
-2,697
| Closed | -$426K | – | 191 |
|
|
2023
Q3 | $426K | Buy |
+2,697
| New | +$426K | 0.18% | 96 |
|
|
2022
Q2 | – | Sell |
-3,381
| Closed | -$533K | – | 213 |
|
|
2022
Q1 | $533K | Buy |
+3,381
| New | +$533K | 0.2% | 101 |
|
|
2019
Q2 | – | Sell |
-168
| Closed | -$11K | – | 755 |
|
|
2019
Q1 | $11K | Hold |
168
| – | – | 0.01% | 556 |
|
|
2018
Q4 | $9K | Buy |
+168
| New | +$9K | 0.01% | 544 |
|