Concord Wealth Partners’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 | $2.27M | Sell |
8,141
-1,122
| -12% | -$313K | 0.33% | 76 |
|
|
2025
Q1 | $1.96M | Buy |
9,263
+4,560
| +97% | +$964K | 0.32% | 74 |
|
|
2024
Q4 | $1.14M | Buy |
4,703
+328
| +7% | +$79.4K | 0.19% | 99 |
|
|
2024
Q3 | $1.07M | Buy |
+4,375
| New | +$1.07M | 0.18% | 93 |
|
|
2023
Q1 | – | Sell |
-322
| Closed | -$32.7K | – | 1199 |
|
|
2022
Q4 | $32.7K | Buy |
+322
| New | +$32.7K | 0.01% | 456 |
|