Arkadios Wealth 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 | $2.69M | Buy |
9,639
+321
| +3% | +$89.5K | 0.08% | 267 |
|
2025
Q1 | $1.97M | Buy |
9,318
+2,620
| +39% | +$554K | 0.07% | 285 |
|
2024
Q4 | $1.62M | Buy |
6,698
+1,458
| +28% | +$353K | 0.09% | 221 |
|
2024
Q3 | $1.29M | Buy |
5,240
+2,667
| +104% | +$655K | 0.07% | 266 |
|
2024
Q2 | $671K | Buy |
2,573
+1,054
| +69% | +$275K | 0.05% | 380 |
|
2024
Q1 | $342K | Sell |
1,519
-119
| -7% | -$26.8K | 0.03% | 497 |
|
2023
Q4 | $286K | Sell |
1,638
-108
| -6% | -$18.9K | 0.02% | 541 |
|
2023
Q3 | $253K | Buy |
1,746
+23
| +1% | +$3.33K | 0.02% | 549 |
|
2023
Q2 | $262K | Sell |
1,723
-63
| -4% | -$9.59K | 0.03% | 484 |
|
2023
Q1 | $235K | Buy |
+1,786
| New | +$235K | 0.03% | 514 |
|
2022
Q2 | – | Sell |
-1,616
| Closed | -$218K | – | 598 |
|
2022
Q1 | $218K | Sell |
1,616
-106
| -6% | -$14.3K | 0.03% | 510 |
|
2021
Q4 | $266K | Sell |
1,722
-678
| -28% | -$105K | 0.04% | 474 |
|
2021
Q3 | $307K | Buy |
2,400
+38
| +2% | +$4.86K | 0.04% | 400 |
|
2021
Q2 | $309K | Buy |
2,362
+854
| +57% | +$112K | 0.04% | 443 |
|
2021
Q1 | $183K | Buy |
1,508
+686
| +83% | +$83.2K | 0.03% | 431 |
|
2020
Q4 | $89K | Sell |
822
-288
| -26% | -$31.2K | 0.02% | 457 |
|
2020
Q3 | $104K | Buy |
1,110
+500
| +82% | +$46.7K | 0.05% | 283 |
|
2020
Q2 | $49.1K | Buy |
610
+218
| +56% | +$17.5K | 0.03% | 380 |
|
2020
Q1 | $23K | Hold |
392
| – | – | 0.01% | 459 |
|
2019
Q4 | $29.7K | Buy |
+392
| New | +$29.7K | 0.02% | 389 |
|