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Argyle Capital Partners’s VanEck Semiconductor ETF SMH Stock Holding History

Argyle Capital Partners’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 		$551K Sell
1,975
-150
-7% -$41.8K 0.45% 65
2025
Q1 		$449K Buy
2,125
+467
+28% +$98.8K 0.39% 75
2024
Q4 		$402K Buy
+1,658
New +$402K 0.34% 86