Concentrum Wealth Management SOXX Holdings History
Concentrum Wealth Management's iShares PHLX SOX Semiconductor Sector Index Fund Holding Summary
As of 2025-03-31, Concentrum Wealth Management held 15,941.00 shares of iShares PHLX SOX Semiconductor Sector Index Fund(SOXX), totaling $3.00 Mil. This investment constitutes 1.11% of their stock portfolio, and Concentrum Wealth Management now holds 0.03% of the outstanding iShares PHLX SOX Semiconductor Sector Index Fund(SOXX) stock.
The initial trade took place in 2019Q2. And since then Concentrum Wealth Management has made 14 purchases of SOXX, at an average price of $138.08, for a total of 54,159.00 shares. In addition, there have been 10 sales at an average price of $150.21 for 38,218.00 shares. Based on historical transaction data and SOXX's current price of $237.21, Concentrum Wealth Management's estimated gain on his SOXX holdings is $2.04 Mil, reflecting a 27.33% gain to date.
Concentrum Wealth Management SOXX ($237.21) Holding Chart
Concentrum Wealth Management SOXX ($237.21) 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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