David J Yvars Group SOXX Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$1.16 Mil
% of Total Estimate Gain
22.08%

David J Yvars Group's iShares PHLX SOX Semiconductor Sector Index Fund Holding Summary

As of 2025-03-31, David J Yvars Group held - shares of iShares PHLX SOX Semiconductor Sector Index Fund(SOXX), totaling N/A. This investment constitutes 0% of their stock portfolio, and David J Yvars Group now holds 0% of the outstanding iShares PHLX SOX Semiconductor Sector Index Fund(SOXX) stock.

The initial trade took place in 2023Q3. And since then David J Yvars Group has made 4 purchases of SOXX, at an average price of $174.25, for a total of 30,243.00 shares. In addition, there have been 3 sales at an average price of $212.74 for 30,243.00 shares. Based on historical transaction data and SOXX's current price of $238.86, David J Yvars Group's estimated gain on his SOXX holdings is $1.16 Mil, reflecting a 22.08% gain to date.

David J Yvars Group SOXX ($238.86) Holding Chart

David J Yvars Group SOXX ($238.86) 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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