1M
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1248 Management’s VanEck Semiconductor ETF SMH Stock Holding History

1248 Management’s Portfolio SMH Stock Details SMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.71M Hold
9,715
– – 1% 19
2025
Q1 		$2.05M Sell
9,715
-10,400
-52% -$2.2M 0.88% 18
2024
Q4 		$4.87M Buy
+20,115
New +$4.87M 2.1% 15