Carson Wealth (CWM LLC)’s VanEck Semiconductor ETF SMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.43M | Sell |
11,543
-156
| -1% | -$61.9K | 0.01% | 863 |
|
|
2025
Q4 | $4.21M | Buy |
11,699
+1,488
| +15% | +$522K | 0.01% | 850 |
|
|
2025
Q3 | $3.33M | Buy |
10,211
+491
| +5% | +$145K | 0.01% | 885 |
|
|
2025
Q2 | $2.71M | Buy |
9,720
+423
| +5% | +$98.1K | 0.01% | 831 |
|
|
2025
Q1 | $1.97M | Buy |
9,297
+1,654
| +22% | +$396K | 0.01% | 836 |
|
|
2024
Q4 | $1.85M | Sell |
7,643
-147
| -2% | -$36.5K | 0.01% | 813 |
|
|
2024
Q3 | $1.91M | Buy |
7,790
+634
| +9% | +$154K | 0.01% | 724 |
|
|
2024
Q2 | $1.87M | Hold |
7,156
| – | – | 0.01% | 668 |
|
|
2024
Q1 | $1.61M | Sell |
7,156
-2,045
| -22% | -$411K | 0.01% | 681 |
|
|
2023
Q4 | $1.61M | Buy |
9,201
+52
| +0.6% | +$8.14K | 0.01% | 631 |
|
|
2023
Q3 | $1.33M | Buy |
9,149
+1,412
| +18% | +$214K | 0.01% | 640 |
|
|
2023
Q2 | $1.18M | Sell |
7,737
-195
| -2% | -$26.3K | 0.01% | 655 |
|
|
2023
Q1 | $1.04M | Buy |
7,932
+806
| +11% | +$96.6K | 0.01% | 653 |
|
|
2022
Q4 | $723K | Buy |
7,126
+5,712
| +404% | +$581K | 0.01% | 700 |
|
|
2022
Q3 | $131K | Sell |
1,414
-232
| -14% | -$25.3K | ﹤0.01% | 1222 |
|
|
2022
Q2 | $168K | Buy |
1,646
+174
| +12% | +$20.2K | ﹤0.01% | 1110 |
|
|
2022
Q1 | $199K | Hold |
1,472
| – | – | ﹤0.01% | 1038 |
|
|
2021
Q4 | $227K | Buy |
+1,472
| New | +$213K | ﹤0.01% | 972 |
|
|
2021
Q2 | $167K | Hold |
1,272
| – | – | ﹤0.01% | 963 |
|
|
2021
Q1 | $167K | Hold |
1,272
| – | – | ﹤0.01% | 963 |
|
|
2020
Q4 | $167K | Hold |
1,272
| – | – | ﹤0.01% | 963 |
|
|
2020
Q3 | $167K | Hold |
1,272
| – | – | ﹤0.01% | 963 |
|
|
2020
Q2 | $167K | Hold |
1,272
| – | – | ﹤0.01% | 963 |
|
|
2020
Q1 | $167K | Hold |
1,272
| – | – | ﹤0.01% | 963 |
|
|
2019
Q4 | $167K | Hold |
1,272
| – | – | ﹤0.01% | 963 |
|
|
2019
Q3 | $167K | Hold |
1,272
| – | – | ﹤0.01% | 963 |
|
|
2019
Q2 | $167K | Hold |
1,272
| – | – | ﹤0.01% | 963 |
|
|
2019
Q1 | $167K | Buy |
+1,272
| New | +$63K | ﹤0.01% | 963 |
|
Other funds holding SMH
MMH
MIH