AFFINITY WEALTH MANAGEMENT LLC SOXX Holdings History
AFFINITY WEALTH MANAGEMENT LLC's iShares PHLX SOX Semiconductor Sector Index Fund Holding Summary
As of 2025-06-30, AFFINITY WEALTH MANAGEMENT LLC held 1,187.00 shares of iShares PHLX SOX Semiconductor Sector Index Fund(SOXX), totaling $283,360.00. This investment constitutes 0.05% of their stock portfolio, and AFFINITY WEALTH MANAGEMENT LLC now holds 0% of the outstanding iShares PHLX SOX Semiconductor Sector Index Fund(SOXX) stock.
The initial trade took place in 2019Q4. And since then AFFINITY WEALTH MANAGEMENT LLC has made 12 purchases of SOXX, at an average price of $99.00, for a total of 350,544.00 shares. In addition, there have been 10 sales at an average price of $140.07 for 349,357.00 shares. Based on historical transaction data and SOXX's current price of $246.53, AFFINITY WEALTH MANAGEMENT LLC's estimated gain on his SOXX holdings is $14.52 Mil, reflecting a 41.85% gain to date.
AFFINITY WEALTH MANAGEMENT LLC SOXX ($246.53) Holding Chart
AFFINITY WEALTH MANAGEMENT LLC SOXX ($246.53) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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