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

Concentric Wealth Management’s Portfolio SOXX Stock Details SOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$633K	Hold
2024 Q2	$677K	Hold
2024 Q1	$620K	Buy