Blue Bell Private Wealth 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 | $247K | Hold |
887
| – | – | 0.04% | 211 |
|
2025
Q1 | $188K | Hold |
887
| – | – | 0.04% | 226 |
|
2024
Q4 | $215K | Hold |
887
| – | – | 0.04% | 202 |
|
2024
Q3 | $218K | Hold |
887
| – | – | 0.04% | 206 |
|
2024
Q2 | $231K | Hold |
887
| – | – | 0.05% | 183 |
|
2024
Q1 | $200K | Buy |
887
+250
| +39% | +$56.2K | 0.04% | 188 |
|
2023
Q4 | $111K | Buy |
637
+377
| +145% | +$65.9K | 0.03% | 229 |
|
2023
Q3 | $37.7K | Hold |
260
| – | – | 0.01% | 291 |
|
2023
Q2 | $39.6K | Hold |
260
| – | – | 0.01% | 284 |
|
2023
Q1 | $34.2K | Hold |
260
| – | – | 0.01% | 262 |
|
2022
Q4 | $26.4K | Sell |
260
-90
| -26% | -$9.13K | 0.01% | 283 |
|
2022
Q3 | $32K | Buy |
350
+90
| +35% | +$8.23K | 0.01% | 249 |
|
2022
Q2 | $26K | Buy |
260
+20
| +8% | +$2K | 0.01% | 279 |
|
2022
Q1 | $32K | Hold |
240
| – | – | 0.01% | 261 |
|
2021
Q4 | $37K | Hold |
240
| – | – | 0.01% | 233 |
|
2021
Q3 | $31K | Hold |
240
| – | – | 0.01% | 117 |
|
2021
Q2 | $31K | Hold |
240
| – | – | 0.01% | 121 |
|
2021
Q1 | $29K | Hold |
240
| – | – | 0.01% | 122 |
|
2020
Q4 | $30K | Buy |
240
+50
| +26% | +$6.25K | 0.01% | 116 |
|
2020
Q3 | $17K | Hold |
190
| – | – | 0.01% | 128 |
|
2020
Q2 | $10K | Hold |
190
| – | – | ﹤0.01% | 166 |
|
2020
Q1 | $11K | Buy |
+190
| New | +$11K | 0.01% | 143 |
|