Strategic Family Wealth Counselors’s iShares Semiconductor ETF SOXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-940
Closed -$202K 145
2024
Q4
$202K Buy
940
+1
+0.1% +$215 0.07% 131
2024
Q3
$217K Buy
+939
New +$217K 0.08% 126