Heritage Wealth Management (Arizona)’s iShares Semiconductor ETF SOXX Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SOXX Stock Details SOXX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$247K	Sell
2024 Q1	$234K	Buy
2022 Q4	$303K	Buy
2022 Q3	$153K	Hold
2022 Q2	$168K	Sell
2022 Q1	$248K	Buy
2021 Q3	$236K	Sell
2021 Q2	$255K	Sell
2021 Q1	$247K	Buy