BWM
Braver Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $13.4M | Sell |
186,838
-6,213
| -3% | -$445K | 2.17% | 7 |
|
|
2016
Q3 | $13.4M | Buy |
+193,051
| New | +$13.4M | 2.25% | 10 |
|
|
2015
Q3 | – | Sell |
-153,611
| Closed | -$8.38M | – | 93 |
|
|
2015
Q2 | $8.38M | Buy |
153,611
+98,778
| +180% | +$5.39M | 2.04% | 10 |
|
|
2015
Q1 | $3.03M | Sell |
54,833
-177,638
| -76% | -$9.82M | 0.62% | 29 |
|
|
2014
Q4 | $12.7M | Buy |
232,471
+109,527
| +89% | +$5.98M | 2.6% | 10 |
|
|
2014
Q3 | $6.28M | Sell |
122,944
-4,482
| -4% | -$229K | 1.89% | 12 |
|
|
2014
Q2 | $6.31M | Buy |
+127,426
| New | +$6.31M | 1.63% | 14 |
|