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