CLS Global Aggressive Equity Fund SOXX Holdings History
CLS Global Aggressive Equity Fund's iShares PHLX SOX Semiconductor Sector Index Fund Holding Summary
As of 2021-10-31, ADVISORONE FUNDS held 54,000.00 shares of iShares PHLX SOX Semiconductor Sector Index Fund(SOXX), totaling $8.54 Mil. This investment constitutes 6.2% of their stock portfolio, and ADVISORONE FUNDS now holds 0.1% of the outstanding iShares PHLX SOX Semiconductor Sector Index Fund(SOXX) stock.
The initial trade took place in 2019Q4. In addition, there have been 2 sales at an average price of $141.38 for 22,500.00 shares. Based on historical transaction data and SOXX's current price of $246.73, CLS Global Aggressive Equity Fund's estimated gain on his SOXX holdings is $11.14 Mil, reflecting a 207.77% gain to date.
CLS Global Aggressive Equity Fund SOXX ($246.73) Holding Chart
CLS Global Aggressive Equity Fund SOXX ($246.73) 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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