WealthSource Partners’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,158
| Closed | -$485K | – | 544 |
|
|
2022
Q2 | $485K | Buy |
+4,158
| New | +$485K | 0.04% | 309 |
|
|
2020
Q2 | – | Sell |
-12,330
| Closed | -$843K | – | 380 |
|
|
2020
Q1 | $843K | Sell |
12,330
-720
| -6% | -$49.2K | 0.13% | 113 |
|
|
2019
Q4 | $1.09M | Buy |
+13,050
| New | +$1.09M | 0.14% | 132 |
|