WFA
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WMG Financial Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

WMG Financial Advisors’s Portfolio SOXX Stock Details SOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,161
Closed -$211K – 187
2021
Q4 		$211K Buy
+1,161
New +$211K 0.16% 163