West Branch Capital’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 | $649 | Hold |
3
| – | – | ﹤0.01% | 408 |
|
|
2025
Q1 | $576 | Hold |
3
| – | – | ﹤0.01% | 436 |
|
|
2024
Q4 | $659 | Hold |
3
| – | – | ﹤0.01% | 419 |
|
|
2024
Q3 | $704 | Hold |
3
| – | – | ﹤0.01% | 401 |
|
|
2024
Q2 | $751 | Hold |
3
| – | – | ﹤0.01% | 397 |
|
|
2024
Q1 | $704 | Sell |
3
-60
| -95% | -$14.1K | ﹤0.01% | 393 |
|
|
2023
Q4 | $12.1K | Buy |
63
+60
| +2,000% | +$11.5K | 0.01% | 264 |
|
|
2023
Q3 | $489 | Hold |
3
| – | – | ﹤0.01% | 412 |
|
|
2023
Q2 | $524 | Hold |
3
| – | – | ﹤0.01% | 416 |
|
|
2023
Q1 | $459 | Hold |
3
| – | – | ﹤0.01% | 424 |
|
|
2022
Q4 | $358 | Hold |
3
| – | – | ﹤0.01% | 425 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 471 |
|
|
2022
Q2 | $0 | Sell |
3
-1,500
| -100% | – | ﹤0.01% | 453 |
|
|
2022
Q1 | $237K | Hold |
1,503
| – | – | 0.11% | 77 |
|
|
2021
Q4 | $272K | Buy |
1,503
+1,500
| +50,000% | +$271K | 0.12% | 75 |
|
|
2021
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 447 |
|
|
2021
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 445 |
|