CFP
SOXX icon

Cascade Financial Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Cascade Financial Partners’s Portfolio SOXX Stock Details SOXX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$239K Buy
+1,000
New +$239K 0.03% 231
2025
Q1 		– Sell
-1,000
Closed -$215K – 254
2024
Q4 		$215K Hold
1,000
– – 0.03% 235
2024
Q3 		$228K Buy
+1,000
New +$228K 0.03% 225