Avondale Wealth Management SOXX Holdings History
Avondale Wealth Management's iShares PHLX SOX Semiconductor Sector Index Fund Holding Summary
As of 2025-06-30, Avondale Wealth Management held 44,796.00 shares of iShares PHLX SOX Semiconductor Sector Index Fund(SOXX), totaling $10.69 Mil. This investment constitutes 5.97% of their stock portfolio, and Avondale Wealth Management now holds 0.08% of the outstanding iShares PHLX SOX Semiconductor Sector Index Fund(SOXX) stock.
The initial trade took place in 2024Q1. And since then Avondale Wealth Management has made 5 purchases of SOXX, at an average price of $204.25, for a total of 46,792.00 shares. In addition, there have been 1 sales at an average price of $223.07 for 1,996.00 shares. Based on historical transaction data and SOXX's current price of $241.46, Avondale Wealth Management's estimated gain on his SOXX holdings is $1.70 Mil, reflecting a 17.83% gain to date.
Avondale Wealth Management SOXX ($241.46) Holding Chart
Avondale Wealth Management 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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