Accel Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,928
| Closed | -$2.19M | – | 264 |
|
|
2024
Q3 | $2.19M | Buy |
8,928
+109
| +1% | +$26.8K | 0.82% | 31 |
|
|
2024
Q2 | $2.3M | Buy |
8,819
+654
| +8% | +$170K | 0.92% | 28 |
|
|
2024
Q1 | $1.84M | Buy |
8,165
+1,639
| +25% | +$369K | 0.78% | 35 |
|
|
2023
Q4 | $1.14M | Buy |
6,526
+379
| +6% | +$66.3K | 0.57% | 47 |
|
|
2023
Q3 | $891K | Buy |
6,147
+180
| +3% | +$26.1K | 0.5% | 60 |
|
|
2023
Q2 | $908K | Buy |
5,967
+1,917
| +47% | +$292K | 0.5% | 60 |
|
|
2023
Q1 | $533K | Buy |
+4,050
| New | +$533K | 0.22% | 101 |
|
|
2022
Q1 | – | Sell |
-70
| Closed | -$11K | – | 965 |
|
|
2021
Q4 | $11K | Hold |
70
| – | – | 0.01% | 706 |
|
|
2021
Q3 | $9K | Hold |
70
| – | – | 0.01% | 667 |
|
|
2021
Q2 | $9K | Hold |
70
| – | – | 0.01% | 717 |
|
|
2021
Q1 | $9K | Buy |
+70
| New | +$9K | 0.01% | 679 |
|