WLIM
White Lighthouse Investment Management’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
1,805
+6
| +0.3% | +$1.43K | 0.07% | 101 |
|
|
2025
Q1 | $339K | Buy |
1,799
+124
| +7% | +$23.3K | 0.06% | 105 |
|
|
2024
Q4 | $361K | Sell |
1,675
-12
| -0.7% | -$2.59K | 0.06% | 105 |
|
|
2024
Q3 | $389K | Buy |
1,687
+1
| +0.1% | +$231 | 0.07% | 98 |
|
|
2024
Q2 | $416K | Buy |
1,686
+45
| +3% | +$11.1K | 0.08% | 92 |
|
|
2024
Q1 | $371K | Buy |
1,641
+1,079
| +192% | +$244K | 0.08% | 92 |
|
|
2023
Q4 | $324K | Buy |
562
+16
| +3% | +$9.22K | 0.07% | 99 |
|
|
2023
Q3 | $259K | Sell |
546
-15
| -3% | -$7.11K | 0.06% | 105 |
|
|
2023
Q2 | $285K | Buy |
+561
| New | +$285K | 0.07% | 100 |
|