Heritage Oak Wealth Advisors’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	-6,129	Closed	-$1.41M	–	166
2024 Q3	$1.41M	Buy	+6,129	New	+$1.41M	0.65%	36