Western Wealth Management’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 | $1.05M | Sell |
4,402
-523
| -11% | -$125K | 0.06% | 263 |
|
|
2025
Q1 | $927K | Sell |
4,925
-41
| -0.8% | -$7.71K | 0.06% | 269 |
|
|
2024
Q4 | $1.07M | Sell |
4,966
-1,301
| -21% | -$280K | 0.07% | 236 |
|
|
2024
Q3 | $1.45M | Buy |
6,267
+961
| +18% | +$222K | 0.08% | 245 |
|
|
2024
Q2 | $1.31M | Buy |
5,306
+1,192
| +29% | +$294K | 0.1% | 184 |
|
|
2024
Q1 | $929K | Sell |
4,114
-32
| -0.8% | -$7.23K | 0.07% | 241 |
|
|
2023
Q4 | $796K | Buy |
4,146
+1,008
| +32% | +$194K | 0.06% | 314 |
|
|
2023
Q3 | $495K | Buy |
3,138
+150
| +5% | +$23.7K | 0.04% | 390 |
|
|
2023
Q2 | $505K | Sell |
2,988
-186
| -6% | -$31.4K | 0.04% | 368 |
|
|
2023
Q1 | $471K | Buy |
3,174
+192
| +6% | +$28.5K | 0.04% | 383 |
|
|
2022
Q4 | $346K | Sell |
2,982
-4,311
| -59% | -$500K | 0.04% | 425 |
|
|
2022
Q3 | $776K | Buy |
7,293
+2,514
| +53% | +$267K | 0.04% | 375 |
|
|
2022
Q2 | $557K | Buy |
4,779
+714
| +18% | +$83.2K | 0.03% | 445 |
|
|
2022
Q1 | $642K | Buy |
4,065
+2,424
| +148% | +$383K | 0.03% | 454 |
|
|
2021
Q4 | $296K | Buy |
+1,641
| New | +$296K | 0.03% | 474 |
|
|
2020
Q1 | – | Sell |
-35,946
| Closed | -$3.01M | – | 420 |
|
|
2019
Q4 | $3.01M | Buy |
+35,946
| New | +$3.01M | 0.46% | 45 |
|