B. Riley 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
$4.45M Buy
+15,964
New +$4.45M 0.21% 99
2024
Q4
$3.82M Sell
15,778
-1,509
-9% -$365K 0.13% 175
2024
Q3
$4.23M Sell
17,287
-5,866
-25% -$1.44M 0.12% 180
2024
Q2
$6.04M Buy
23,153
+8,198
+55% +$2.14M 0.15% 135
2024
Q1
$2.17M Buy
14,955
+834
+6% +$121K 0.06% 325
2023
Q4
$2.47M Sell
14,121
-834
-6% -$146K 0.07% 302
2023
Q3
$2.17M Sell
14,955
-453
-3% -$65.7K 0.06% 325
2023
Q2
$2.35M Buy
15,408
+1,192
+8% +$181K 0.05% 325
2023
Q1
$1.87M Buy
14,216
+476
+3% +$62.6K 0.05% 361
2022
Q4
$1.39M Sell
13,740
-844
-6% -$85.6K 0.04% 441
2022
Q3
$1.35M Buy
14,584
+2,694
+23% +$249K 0.04% 416
2022
Q2
$1.21M Buy
11,890
+1,496
+14% +$152K 0.05% 352
2022
Q1
$1.4M Buy
10,394
+326
+3% +$44K 0.05% 382
2021
Q4
$1.56M Sell
10,068
-112
-1% -$17.3K 0.04% 411
2021
Q3
$1.31M Buy
10,180
+1,054
+12% +$135K 0.04% 443
2021
Q2
$1.2M Buy
9,126
+1,118
+14% +$147K 0.04% 462
2021
Q1
$975K Buy
8,008
+5,032
+169% +$613K 0.03% 491
2020
Q4
$326K Sell
2,976
-3,938
-57% -$431K 0.02% 710
2020
Q3
$560K Sell
6,914
-418
-6% -$33.9K 0.03% 493
2020
Q2
$561K Buy
+7,332
New +$561K 0.04% 417