World Equity Group’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
-1,434
Closed -$309K 364
2024
Q4
$309K Buy
+1,434
New +$309K 0.07% 262
2024
Q1
Sell
-1,464
Closed -$281K 360
2023
Q4
$281K Buy
1,464
+30
+2% +$5.76K 0.06% 263
2023
Q3
$226K Buy
+1,434
New +$226K 0.05% 301
2023
Q2
Sell
-1,680
Closed -$230K 530
2023
Q1
$230K Sell
1,680
-435
-21% -$59.6K 0.03% 431
2022
Q4
$245K Sell
2,115
-138
-6% -$16K 0.06% 292
2022
Q3
$239K Sell
2,253
-24
-1% -$2.55K 0.06% 279
2022
Q2
$265K Buy
+2,277
New +$265K 0.07% 274