Welch & Forbes’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 | $360K | Buy |
1,509
+95
| +7% | +$22.7K | ﹤0.01% | 303 |
|
2025
Q1 | $266K | Hold |
1,414
| – | – | ﹤0.01% | 330 |
|
2024
Q4 | $305K | Buy |
1,414
+16
| +1% | +$3.45K | ﹤0.01% | 325 |
|
2024
Q3 | $322K | Hold |
1,398
| – | – | ﹤0.01% | 330 |
|
2024
Q2 | $363K | Hold |
1,398
| – | – | ﹤0.01% | 313 |
|
2024
Q1 | $316K | Hold |
1,398
| – | – | ﹤0.01% | 325 |
|
2023
Q4 | $268K | Hold |
1,398
| – | – | ﹤0.01% | 340 |
|
2023
Q3 | $221K | Hold |
1,398
| – | – | ﹤0.01% | 354 |
|
2023
Q2 | $236K | Hold |
1,398
| – | – | ﹤0.01% | 353 |
|
2023
Q1 | $207K | Buy |
+1,398
| New | +$207K | ﹤0.01% | 359 |
|
2022
Q2 | – | Sell |
-1,398
| Closed | -$221K | – | 395 |
|
2022
Q1 | $221K | Buy |
+1,398
| New | +$221K | ﹤0.01% | 368 |
|