Buckingham Strategic Wealth’s VanEck Semiconductor ETF SMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $541K | Buy |
2,076
+110
| +6% | +$28.7K | 0.01% | 451 |
|
|
2024
Q1 | $442K | Buy |
1,966
+76
| +4% | +$17.1K | ﹤0.01% | 495 |
|
|
2023
Q4 | $331K | Buy |
1,890
+368
| +24% | +$64.4K | ﹤0.01% | 543 |
|
|
2023
Q3 | $221K | Hold |
1,522
| – | – | ﹤0.01% | 612 |
|
|
2023
Q2 | $232K | Buy |
+1,522
| New | +$232K | ﹤0.01% | 591 |
|
|
2022
Q2 | – | Sell |
-1,662
| Closed | -$224K | – | 643 |
|
|
2022
Q1 | $224K | Sell |
1,662
-822
| -33% | -$111K | ﹤0.01% | 540 |
|
|
2021
Q4 | $383K | Sell |
2,484
-200
| -7% | -$30.8K | 0.01% | 416 |
|
|
2021
Q3 | $344K | Buy |
2,684
+1,072
| +67% | +$137K | 0.01% | 432 |
|
|
2021
Q2 | $211K | Sell |
1,612
-1,188
| -42% | -$156K | 0.01% | 555 |
|
|
2021
Q1 | $341K | Hold |
2,800
| – | – | 0.02% | 410 |
|
|
2020
Q4 | $306K | Sell |
2,800
-1,000
| -26% | -$109K | 0.02% | 413 |
|
|
2020
Q3 | $331K | Hold |
3,800
| – | – | 0.03% | 345 |
|
|
2020
Q2 | $290K | Hold |
3,800
| – | – | 0.03% | 322 |
|
|
2020
Q1 | $223K | Sell |
3,800
-200
| -5% | -$11.7K | 0.02% | 409 |
|
|
2019
Q4 | $283K | Buy |
+4,000
| New | +$283K | 0.03% | 370 |
|
|
2019
Q3 | – | Sell |
-6,710
| Closed | -$370K | – | 451 |
|
|
2019
Q2 | $370K | Sell |
6,710
-1,020
| -13% | -$56.2K | 0.04% | 291 |
|
|
2019
Q1 | $411K | Sell |
7,730
-1,604
| -17% | -$85.3K | 0.05% | 261 |
|
|
2018
Q4 | $407K | Sell |
9,334
-2,708
| -22% | -$118K | 0.06% | 216 |
|
|
2018
Q3 | $641K | Sell |
12,042
-3,200
| -21% | -$170K | 0.1% | 157 |
|
|
2018
Q2 | $782K | Hold |
15,242
| – | – | 0.13% | 136 |
|
|
2018
Q1 | $795K | Sell |
15,242
-1,116
| -7% | -$58.2K | 0.15% | 130 |
|
|
2017
Q4 | $800K | Hold |
16,358
| – | – | 0.17% | 123 |
|
|
2017
Q3 | $763K | Sell |
16,358
-2,608
| -14% | -$122K | 0.18% | 118 |
|
|
2017
Q2 | $776K | Buy |
18,966
+1,000
| +6% | +$40.9K | 0.18% | 114 |
|
|
2017
Q1 | $716K | Buy |
+17,966
| New | +$716K | 0.21% | 100 |
|