Cedar Brook Financial Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-957
Closed -$216K 347
2024
Q1
$216K Buy
+957
New +$216K 0.04% 405
2022
Q2
Sell
-1,572
Closed -$248K 389
2022
Q1
$248K Buy
+1,572
New +$248K 0.06% 315