Baldwin Wealth Partners’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 |
-50
| Closed | -$12.3K | – | 884 |
|
|
2024
Q3 | $12.3K | Hold |
50
| – | – | ﹤0.01% | 763 |
|
|
2024
Q2 | $13K | Hold |
50
| – | – | ﹤0.01% | 515 |
|
|
2024
Q1 | $11.3K | Hold |
50
| – | – | ﹤0.01% | 544 |
|
|
2023
Q4 | $8.74K | Hold |
50
| – | – | ﹤0.01% | 587 |
|
|
2023
Q3 | $7.25K | Hold |
50
| – | – | ﹤0.01% | 598 |
|
|
2023
Q2 | $7.61K | Hold |
50
| – | – | ﹤0.01% | 615 |
|
|
2023
Q1 | $6.58K | Buy |
+50
| New | +$6.58K | ﹤0.01% | 655 |
|
|
2021
Q4 | – | Sell |
-82
| Closed | -$11K | – | 653 |
|
|
2021
Q3 | $11K | Sell |
82
-2,080
| -96% | -$279K | ﹤0.01% | 512 |
|
|
2021
Q2 | $283K | Hold |
2,162
| – | – | 0.03% | 167 |
|
|
2021
Q1 | $263K | Buy |
+2,162
| New | +$263K | 0.03% | 159 |
|
|
2020
Q1 | – | Sell |
-1,380
| Closed | -$98K | – | 568 |
|
|
2019
Q4 | $98K | Buy |
+1,380
| New | +$98K | 0.01% | 241 |
|