Baron Silver Stevens Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,150
| Closed | -$312K | – | 115 |
|
|
2023
Q3 | $312K | Buy |
2,150
+150
| +8% | +$21.7K | 0.07% | 76 |
|
|
2023
Q2 | $305K | Hold |
2,000
| – | – | 0.07% | 80 |
|
|
2023
Q1 | $263K | Hold |
2,000
| – | – | 0.07% | 86 |
|
|
2022
Q4 | $203K | Hold |
2,000
| – | – | 0.05% | 96 |
|
|
2022
Q3 | $8.17K | Hold |
2,000
| – | – | 2.23% | 16 |
|
|
2022
Q2 | $203K | Hold |
2,000
| – | – | 0.05% | 101 |
|
|
2022
Q1 | $269K | Buy |
+2,000
| New | +$269K | 0.06% | 76 |
|