Clearstead Advisors’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 | $13.9K | Hold |
50
| – | – | ﹤0.01% | 1762 |
|
|
2025
Q1 | $10.6K | Sell |
50
-4,798
| -99% | -$1.01M | ﹤0.01% | 1589 |
|
|
2024
Q4 | $1.17M | Buy |
4,848
+4,728
| +3,940% | +$1.14M | 0.02% | 379 |
|
|
2024
Q3 | $29.5K | Sell |
120
-210
| -64% | -$51.5K | ﹤0.01% | 1325 |
|
|
2024
Q2 | $86K | Buy |
330
+280
| +560% | +$73K | ﹤0.01% | 1030 |
|
|
2024
Q1 | $11.2K | Hold |
50
| – | – | ﹤0.01% | 1040 |
|
|
2023
Q4 | $8.74K | Sell |
50
-30
| -38% | -$5.25K | ﹤0.01% | 1079 |
|
|
2023
Q3 | $11.6K | Buy |
80
+40
| +100% | +$5.8K | ﹤0.01% | 1097 |
|
|
2023
Q2 | $6.09K | Hold |
40
| – | – | ﹤0.01% | 1030 |
|
|
2023
Q1 | $5.26K | Sell |
40
-10
| -20% | -$1.32K | ﹤0.01% | 1019 |
|
|
2022
Q4 | $5.07K | Hold |
50
| – | – | ﹤0.01% | 984 |
|
|
2022
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 979 |
|
|
2022
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 1007 |
|
|
2022
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 1042 |
|
|
2021
Q4 | $8K | Hold |
50
| – | – | ﹤0.01% | 948 |
|
|
2021
Q3 | $6K | Sell |
50
-190
| -79% | -$22.8K | ﹤0.01% | 1007 |
|
|
2021
Q2 | $31K | Hold |
240
| – | – | ﹤0.01% | 633 |
|
|
2021
Q1 | $29K | Buy |
240
+40
| +20% | +$4.83K | ﹤0.01% | 616 |
|
|
2020
Q4 | $22K | Buy |
+200
| New | +$22K | ﹤0.01% | 616 |
|