AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP SOXX Holdings History
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's iShares PHLX SOX Semiconductor Sector Index Fund Holding Summary
As of 2025-06-30, AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP held 2,870.00 shares of iShares PHLX SOX Semiconductor Sector Index Fund(SOXX), totaling $681,970.00. This investment constitutes 0.44% of their stock portfolio, and AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP now holds 0.01% of the outstanding iShares PHLX SOX Semiconductor Sector Index Fund(SOXX) stock.
The initial trade took place in 2021Q4. And since then AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP has made 5 purchases of SOXX, at an average price of $172.76, for a total of 8,605.00 shares. In addition, there have been 3 sales at an average price of $202.77 for 5,735.00 shares. Based on historical transaction data and SOXX's current price of $241.46, AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's estimated gain on his SOXX holdings is $369,338.55, reflecting a 24.85% gain to date.
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP SOXX ($241.46) Holding Chart
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP SOXX ($241.46) 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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