Beaumont Asset Management’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
Sell
-7,053
Closed -$1.49M 75
2025
Q1
$1.49M Buy
7,053
+2,065
+41% +$437K 0.9% 20
2024
Q4
$1.21M Sell
4,988
-112
-2% -$27.1K 0.7% 28
2024
Q3
$1.25M Buy
5,100
+366
+8% +$89.8K 0.73% 29
2024
Q2
$1.23M Buy
4,734
+60
+1% +$15.6K 0.79% 24
2024
Q1
$1.05M Buy
+4,674
New +$1.05M 0.7% 30