CWM
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Cedar Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-925
Closed -$213K 243
2024
Q3
$213K Sell
925
-50
-5% -$11.5K 0.07% 101
2024
Q2
$240K Sell
975
-50
-5% -$12.3K 0.08% 96
2024
Q1
$232K Buy
+1,025
New +$232K 0.08% 105