ACM
Avalon Capital Management’s VanEck Semiconductor ETF SMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Buy |
41,588
+31,542
| +314% | +$8.8M | 3.12% | 7 |
|
|
2025
Q1 | $2.12M | Sell |
10,046
-21,911
| -69% | -$4.63M | 0.62% | 42 |
|
|
2024
Q4 | $7.74M | Buy |
31,957
+10,155
| +47% | +$2.46M | 2.5% | 8 |
|
|
2024
Q3 | $5.35M | Sell |
21,802
-759
| -3% | -$186K | 1.62% | 19 |
|
|
2024
Q2 | $5.88M | Sell |
22,561
-10,088
| -31% | -$2.63M | 1.86% | 16 |
|
|
2024
Q1 | $7.35M | Sell |
32,649
-22
| -0.1% | -$4.95K | 3.01% | 12 |
|
|
2023
Q4 | $5.71M | Buy |
+32,671
| New | +$5.71M | 2.4% | 13 |
|
|
2016
Q3 | – | Sell |
-6,898
| Closed | -$393K | – | 85 |
|
|
2016
Q2 | $393K | Buy |
+6,898
| New | +$393K | 0.31% | 57 |
|
|
2015
Q1 | – | Sell |
-39,140
| Closed | -$2.14M | – | 86 |
|
|
2014
Q4 | $2.14M | Buy |
+39,140
| New | +$2.14M | 1.64% | 25 |
|