Laurel Wealth Advisors, Inc. SOXX Holdings History
Laurel Wealth Advisors, Inc.'s iShares PHLX SOX Semiconductor Sector Index Fund Holding Summary
As of 2022-12-31, Laurel Wealth Advisors, Inc. held 109,944.00 shares of iShares PHLX SOX Semiconductor Sector Index Fund(SOXX), totaling $12.75 Mil. This investment constitutes 1.26% of their stock portfolio, and Laurel Wealth Advisors, Inc. now holds 0.22% of the outstanding iShares PHLX SOX Semiconductor Sector Index Fund(SOXX) stock.
The initial trade took place in 2018Q2. And since then Laurel Wealth Advisors, Inc. has made 5 purchases of SOXX, at an average price of $158.40, for a total of 122,445.00 shares. In addition, there have been 11 sales at an average price of $112.59 for 12,501.00 shares. Based on historical transaction data and SOXX's current price of $241.46, Laurel Wealth Advisors, Inc.'s estimated gain on his SOXX holdings is $8.56 Mil, reflecting a 44.13% gain to date.
Laurel Wealth Advisors, Inc. SOXX ($241.46) Holding Chart
Laurel Wealth Advisors, Inc. 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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