Number of Shares
4,614.00
Current Holdings Value*
$868,220.00
% of Portfolio
0.26%
Total Estimate Gain
$1.12 Mil
% of Total Estimate Gain
65.36%

Nikulski Financial, Inc.'s iShares PHLX SOX Semiconductor Sector Index Fund Holding Summary

As of 2025-03-31, Nikulski Financial, Inc. held 4,614.00 shares of iShares PHLX SOX Semiconductor Sector Index Fund(SOXX), totaling $868,220.00. This investment constitutes 0.26% of their stock portfolio, and Nikulski Financial, Inc. now holds 0.01% of the outstanding iShares PHLX SOX Semiconductor Sector Index Fund(SOXX) stock.

The initial trade took place in 2020Q1. And since then Nikulski Financial, Inc. has made 12 purchases of SOXX, at an average price of $119.21, for a total of 14,389.00 shares. In addition, there have been 8 sales at an average price of $175.20 for 9,775.00 shares. Based on historical transaction data and SOXX's current price of $243.61, Nikulski Financial, Inc.'s estimated gain on his SOXX holdings is $1.12 Mil, reflecting a 65.36% gain to date.

Nikulski Financial, Inc. SOXX ($243.61) Holding Chart

Nikulski Financial, Inc. SOXX ($243.61) 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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