Westside Investment 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 | $686K | Buy |
2,873
+55
| +2% | +$13.1K | 0.13% | 144 |
|
|
2025
Q1 | $530K | Buy |
2,818
+40
| +1% | +$7.53K | 0.11% | 147 |
|
|
2024
Q4 | $599K | Hold |
2,778
| – | – | 0.13% | 139 |
|
|
2024
Q3 | $641K | Hold |
2,778
| – | – | 0.14% | 140 |
|
|
2024
Q2 | $685K | Hold |
2,778
| – | – | 0.16% | 130 |
|
|
2024
Q1 | $628K | Sell |
2,778
-27
| -1% | -$6.1K | 0.15% | 132 |
|
|
2023
Q4 | $539K | Hold |
2,805
| – | – | 0.14% | 136 |
|
|
2023
Q3 | $443K | Hold |
2,805
| – | – | 0.13% | 143 |
|
|
2023
Q2 | $474K | Sell |
2,805
-45
| -2% | -$7.61K | 0.13% | 138 |
|
|
2023
Q1 | $423K | Sell |
2,850
-48
| -2% | -$7.12K | 0.12% | 144 |
|
|
2022
Q4 | $336 | Buy |
2,898
+585
| +25% | +$68 | ﹤0.01% | 301 |
|
|
2022
Q3 | $245 | Buy |
2,313
+2,220
| +2,387% | +$235 | ﹤0.01% | 315 |
|
|
2022
Q2 | $11 | Hold |
93
| – | – | ﹤0.01% | 595 |
|
|
2022
Q1 | $14 | Hold |
93
| – | – | ﹤0.01% | 570 |
|
|
2021
Q4 | $17 | Hold |
93
| – | – | ﹤0.01% | 528 |
|
|
2021
Q3 | $13 | Hold |
93
| – | – | ﹤0.01% | 546 |
|
|
2021
Q2 | $14 | Hold |
93
| – | – | ﹤0.01% | 534 |
|
|
2021
Q1 | $13 | Hold |
93
| – | – | ﹤0.01% | 518 |
|
|
2020
Q4 | $11 | Hold |
93
| – | – | ﹤0.01% | 494 |
|
|
2020
Q3 | $9 | Hold |
93
| – | – | ﹤0.01% | 506 |
|
|
2020
Q2 | $8 | Buy |
93
+3
| +3% | – | ﹤0.01% | 501 |
|
|
2020
Q1 | $6 | Buy |
+90
| New | +$6 | ﹤0.01% | 521 |
|
|
2019
Q2 | $6 | Buy |
+90
| New | +$6 | ﹤0.01% | 538 |
|
|
2018
Q4 | $4.77K | Buy |
90
+3
| +3% | +$159 | ﹤0.01% | 558 |
|
|
2018
Q3 | $5.61K | Sell |
87
-3
| -3% | -$194 | ﹤0.01% | 581 |
|
|
2018
Q2 | $5.42K | Hold |
90
| – | – | ﹤0.01% | 665 |
|
|
2018
Q1 | $5.22K | Hold |
90
| – | – | ﹤0.01% | 652 |
|
|
2017
Q4 | $5.44K | Buy |
+90
| New | +$5.44K | ﹤0.01% | 671 |
|