Zimmermann Investment Management & Planning’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,197
| Closed | -$202K | – | 119 |
|
|
2023
Q2 | $202K | Sell |
1,197
-5,655
| -83% | -$956K | 0.09% | 103 |
|
|
2023
Q1 | $1.02M | Sell |
6,852
-19,467
| -74% | -$2.89M | 0.53% | 44 |
|
|
2022
Q4 | $3.05M | Buy |
26,319
+2,460
| +10% | +$285K | 1.76% | 19 |
|
|
2022
Q3 | $2.54M | Buy |
23,859
+17,043
| +250% | +$1.81M | 1.58% | 21 |
|
|
2022
Q2 | $794K | Sell |
6,816
-1,311
| -16% | -$153K | 0.54% | 43 |
|
|
2022
Q1 | $1.28M | Sell |
8,127
-2,937
| -27% | -$463K | 0.76% | 36 |
|
|
2021
Q4 | $2M | Buy |
+11,064
| New | +$2M | 1.12% | 30 |
|