Number of Shares
109,944.00
Current Holdings Value*
$12.75 Mil
% of Portfolio
1.26%
Total Estimate Gain
$8.63 Mil
% of Total Estimate Gain
44.47%

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 $242.06, Laurel Wealth Advisors, Inc.'s estimated gain on his SOXX holdings is $8.63 Mil, reflecting a 44.47% gain to date.

Laurel Wealth Advisors, Inc. SOXX ($242.06) Holding Chart

Laurel Wealth Advisors, Inc. SOXX ($242.06) 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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