Benchmark Financial 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 | $239K | Buy |
+856
| New | +$239K | 0.08% | 100 |
|
2025
Q1 | – | Sell |
-875
| Closed | -$212K | – | 106 |
|
2024
Q4 | $212K | Buy |
875
+15
| +2% | +$3.63K | 0.07% | 94 |
|
2024
Q3 | $211K | Sell |
860
-779
| -48% | -$191K | 0.07% | 95 |
|
2024
Q2 | $427K | Buy |
1,639
+283
| +21% | +$73.8K | 0.16% | 57 |
|
2024
Q1 | $305K | Hold |
1,356
| – | – | 0.12% | 65 |
|
2023
Q4 | $237K | Buy |
+1,356
| New | +$237K | 0.1% | 70 |
|
2023
Q3 | – | Sell |
-1,353
| Closed | -$206K | – | 72 |
|
2023
Q2 | $206K | Buy |
+1,353
| New | +$206K | 0.1% | 69 |
|