Apriem Advisors’s VanEck Semiconductor ETF SMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Hold |
4,165
| – | – | 0.12% | 81 |
|
|
2025
Q1 | $881K | Hold |
4,165
| – | – | 0.1% | 85 |
|
|
2024
Q4 | $1.01M | Buy |
4,165
+153
| +4% | +$37.1K | 0.12% | 80 |
|
|
2024
Q3 | $985K | Sell |
4,012
-530
| -12% | -$130K | 0.12% | 78 |
|
|
2024
Q2 | $1.18M | Buy |
4,542
+400
| +10% | +$104K | 0.15% | 72 |
|
|
2024
Q1 | $932K | Sell |
4,142
-2,850
| -41% | -$641K | 0.12% | 81 |
|
|
2023
Q4 | $1.22M | Sell |
6,992
-1,470
| -17% | -$257K | 0.16% | 63 |
|
|
2023
Q3 | $1.23M | Sell |
8,462
-1,120
| -12% | -$162K | 0.18% | 64 |
|
|
2023
Q2 | $1.46M | Sell |
9,582
-900
| -9% | -$137K | 0.22% | 58 |
|
|
2023
Q1 | $1.38M | Sell |
10,482
-56
| -0.5% | -$7.37K | 0.22% | 60 |
|
|
2022
Q4 | $1.07M | Sell |
10,538
-234
| -2% | -$23.7K | 0.19% | 60 |
|
|
2022
Q3 | $997K | Hold |
10,772
| – | – | 0.18% | 62 |
|
|
2022
Q2 | $1.1M | Sell |
10,772
-1,460
| -12% | -$149K | 0.19% | 55 |
|
|
2022
Q1 | $1.65M | Buy |
12,232
+1,650
| +16% | +$223K | 0.24% | 49 |
|
|
2021
Q4 | $1.63M | Hold |
10,582
| – | – | 0.23% | 50 |
|
|
2021
Q3 | $1.36M | Hold |
10,582
| – | – | 0.19% | 52 |
|
|
2021
Q2 | $1.39M | Sell |
10,582
-560
| -5% | -$73.5K | 0.21% | 54 |
|
|
2021
Q1 | $1.36M | Sell |
11,142
-30,196
| -73% | -$3.68M | 0.21% | 51 |
|
|
2020
Q4 | $4.52M | Buy |
+41,338
| New | +$4.52M | 0.8% | 26 |
|