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Concentric Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Concentric Wealth Management’s Portfolio SOXX Stock Details SOXX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$633K Hold
2,745
– – 0.15% 88
2024
Q2 		$677K Hold
2,745
– – 0.18% 86
2024
Q1 		$620K Buy
+2,745
New +$620K 0.17% 89