Heritage Family Offices’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 Q4	–	Sell	-892	Closed	-$206K	–	192
2024 Q3	$206K	Sell	892 -110	-11%	-$25.4K	0.11%	173
2024 Q2	$247K	Buy	+1,002	New	+$247K	0.14%	141