A detailed history of Stone Crest Wealth Management, Inc. transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 3,777 shares of SOXX stock, worth $844,272. This represents 0.63% of its overall portfolio holdings.

Number of Shares
3,777
Previous 4,284 11.83%
Holding current value
$844,272
Previous $1.06 Billion 17.57%
% of portfolio
0.63%
Previous 0.81%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

SELL
$199.29 - $265.49 $101,040 - $134,603
-507 Reduced 11.83%
3,777 $871 Million
Q2 2024

Jul 15, 2024

SELL
$198.39 - $259.28 $44,637 - $58,337
-225 Reduced 4.99%
4,284 $1.06 Billion
Q1 2024

Apr 22, 2024

BUY
$216.76 - $689.6 $648,329 - $2.06 Million
2,991 Added 197.04%
4,509 $1.02 Billion
Q4 2023

Jan 22, 2024

BUY
$438.38 - $581.45 $665,460 - $882,641
1,518 New
1,518 $875 Million

Others Institutions Holding SOXX

About ISHARES SEMICONDUCTOR ETF


  • Ticker SOXX
  • Sector ETFs
  • Industry ETFs
More about SOXX
Track This Portfolio

Track Stone Crest Wealth Management, Inc. Portfolio

Follow Stone Crest Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stone Crest Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stone Crest Wealth Management, Inc. with notifications on news.