VALLEY FINANCIAL MANAGEMENT, INC. SOXX Holdings History
VALLEY FINANCIAL MANAGEMENT, INC.'s iShares PHLX SOX Semiconductor Sector Index Fund Holding Summary
As of 2023-06-30, VALLEY FINANCIAL MANAGEMENT, INC. held 59,436.00 shares of iShares PHLX SOX Semiconductor Sector Index Fund(SOXX), totaling $10.05 Mil. This investment constitutes 5.2% of their stock portfolio, and VALLEY FINANCIAL MANAGEMENT, INC. now holds 0.11% of the outstanding iShares PHLX SOX Semiconductor Sector Index Fund(SOXX) stock.
The initial trade took place in 2022Q3. And since then VALLEY FINANCIAL MANAGEMENT, INC. has made 1 purchases of SOXX, at an average price of $134.59, for a total of 100,158.00 shares. In addition, there have been 2 sales at an average price of $116.85 for 40,722.00 shares. Based on historical transaction data and SOXX's current price of $243.34, VALLEY FINANCIAL MANAGEMENT, INC.'s estimated gain on his SOXX holdings is $5.74 Mil, reflecting a 42.59% gain to date.
VALLEY FINANCIAL MANAGEMENT, INC. SOXX ($243.34) Holding Chart
VALLEY FINANCIAL MANAGEMENT, INC. SOXX ($243.34) 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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