Wealthcare Advisory Partners’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
+4,650
| New | +$203K | ﹤0.01% | 931 |
|
|
2024
Q4 | – | Sell |
-4,919
| Closed | -$200K | – | 925 |
|
|
2024
Q3 | $200K | Sell |
4,919
-3,756
| -43% | -$153K | 0.01% | 840 |
|
|
2024
Q2 | $374K | Buy |
8,675
+2,235
| +35% | +$96.3K | 0.01% | 603 |
|
|
2024
Q1 | $249K | Buy |
6,440
+140
| +2% | +$5.4K | 0.01% | 723 |
|
|
2023
Q4 | $207K | Buy |
+6,300
| New | +$207K | 0.01% | 713 |
|
|
2023
Q3 | – | Sell |
-9,000
| Closed | -$260K | – | 740 |
|
|
2023
Q2 | $260K | Sell |
9,000
-3,550
| -28% | -$103K | 0.01% | 610 |
|
|
2023
Q1 | $319K | Buy |
+12,550
| New | +$319K | 0.01% | 562 |
|