Ratio Wealth Group SOXX Holdings History
Ratio Wealth Group's iShares PHLX SOX Semiconductor Sector Index Fund Holding Summary
As of 2024-03-31, Ratio Wealth Group held 15,636.00 shares of iShares PHLX SOX Semiconductor Sector Index Fund(SOXX), totaling $3.53 Mil. This investment constitutes 0.66% of their stock portfolio, and Ratio Wealth Group now holds -% of the outstanding iShares PHLX SOX Semiconductor Sector Index Fund(SOXX) stock.
The initial trade took place in 2022Q3. And since then Ratio Wealth Group has made 5 purchases of SOXX, at an average price of $129.16, for a total of 21,420.00 shares. In addition, there have been 1 sales at an average price of $149.95 for 5,784.00 shares. Based on historical transaction data and SOXX's current price of $245.59, Ratio Wealth Group's estimated gain on his SOXX holdings is $1.94 Mil, reflecting a 70.15% gain to date.
Ratio Wealth Group SOXX ($245.59) Holding Chart
Ratio Wealth Group SOXX ($245.59) 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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