WRPWM
Werba Rubin Papier Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $911K | Buy |
3,816
+137
| +4% | +$32.7K | 0.17% | 79 |
|
|
2025
Q1 | $692K | Sell |
3,679
-882
| -19% | -$166K | 0.15% | 84 |
|
|
2024
Q4 | $983K | Hold |
4,561
| – | – | 0.23% | 65 |
|
|
2024
Q3 | $1.05M | Sell |
4,561
-1,100
| -19% | -$254K | 0.25% | 62 |
|
|
2024
Q2 | $1.4M | Sell |
5,661
-480
| -8% | -$118K | 0.39% | 43 |
|
|
2024
Q1 | $1.39M | Buy |
6,141
+4,079
| +198% | +$922K | 0.4% | 36 |
|
|
2023
Q4 | $1.19M | Sell |
2,062
-8
| -0.4% | -$4.61K | 0.4% | 30 |
|
|
2023
Q3 | $983K | Buy |
2,070
+143
| +7% | +$67.9K | 0.35% | 37 |
|
|
2023
Q2 | $977K | Hold |
1,927
| – | – | 0.34% | 37 |
|
|
2023
Q1 | $857K | Buy |
1,927
+287
| +18% | +$128K | 0.34% | 40 |
|
|
2022
Q4 | $571K | Buy |
+1,640
| New | +$571K | 0.24% | 45 |
|