HP
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Holistic Planning’s Strive US Semiconductor ETF SHOC Stock Holding History

Holistic Planning’s Portfolio SHOC Stock Details SHOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$697K Sell
13,125
-704
-5% -$37.4K 0.2% 87
2025
Q1 		$549K Buy
13,829
+2,480
+22% +$98.5K 0.19% 95
2024
Q4 		$521K Buy
+11,349
New +$521K 0.19% 96