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Holistic Planning’s iShares Semiconductor ETF SOXX Stock Holding History

Holistic Planning’s Portfolio SOXX Stock Details SOXX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,134
Closed -$256K – 163
2024
Q2 		$256K Hold
1,134
– – 0.2% 97
2024
Q1 		$256K Buy
1,134
+724
+177% +$164K 0.2% 97
2023
Q4 		$236K Buy
+410
New +$236K 0.2% 102