Cyndeo Wealth 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
2025 Q2	$891K	Buy	3,734 +4	+0.1%	+$955	0.05%	241
2025 Q1	$702K	Buy	3,730 +26	+0.7%	+$4.89K	0.05%	255
2024 Q4	$798K	Buy	3,704 +54	+1%	+$11.6K	0.05%	240
2024 Q3	$842K	Buy	+3,650	New	+$842K	0.06%	234