Ardmore Road Asset 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
-51,475
Closed -$12.6M 48
2024
Q3
$12.6M Buy
+51,475
New +$12.6M 1.63% 27
2023
Q2
Sell
-80,000
Closed -$10.5M 34
2023
Q1
$10.5M Buy
+80,000
New +$10.5M 4.72% 9
2022
Q1
Sell
-32,570
Closed -$5.03M 32
2021
Q4
$5.03M Buy
+32,570
New +$5.03M 2.65% 13