Whittier Trust’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
Q1 | – | Sell |
-27
| Closed | -$5.82K | – | 1559 |
|
|
2024
Q4 | $5.82K | Buy |
+27
| New | +$5.82K | ﹤0.01% | 1348 |
|
|
2020
Q3 | – | Sell |
-195
| Closed | -$18K | – | 1505 |
|
|
2020
Q2 | $18K | Hold |
195
| – | – | ﹤0.01% | 986 |
|
|
2020
Q1 | $13K | Hold |
195
| – | – | ﹤0.01% | 1071 |
|
|
2019
Q4 | $16K | Hold |
195
| – | – | ﹤0.01% | 1070 |
|
|
2019
Q3 | $14K | Hold |
195
| – | – | ﹤0.01% | 1088 |
|
|
2019
Q2 | $13K | Buy |
+195
| New | +$13K | ﹤0.01% | 1038 |
|
|
2016
Q1 | – | Sell |
-1,491
| Closed | -$45K | – | 1219 |
|
|
2015
Q4 | $45K | Buy |
+1,491
| New | +$45K | ﹤0.01% | 741 |
|