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Shared Vision Wealth Group’s iShares Semiconductor ETF SOXX Stock Holding History

Shared Vision Wealth Group’s Portfolio SOXX Stock Details SOXX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-927
Closed -$214K – 78
2024
Q3 		$214K Hold
927
– – 0.11% 72
2024
Q2 		$229K Hold
927
– – 0.13% 68
2024
Q1 		$209K Buy
+927
New +$209K 0.13% 72