Concurrent Investment 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 | $14.2M | Sell |
51,010
-857
| -2% | -$239K | 0.28% | 82 |
|
|
2025
Q1 | $11M | Sell |
51,867
-2,015
| -4% | -$426K | 0.27% | 88 |
|
|
2024
Q4 | $13M | Buy |
53,882
+3,272
| +6% | +$792K | 0.35% | 63 |
|
|
2024
Q3 | $12.4M | Buy |
50,610
+14,026
| +38% | +$3.44M | 0.37% | 60 |
|
|
2024
Q2 | $9.54M | Buy |
36,584
+12,463
| +52% | +$3.25M | 0.31% | 75 |
|
|
2024
Q1 | $5.43M | Buy |
24,121
+920
| +4% | +$207K | 0.22% | 105 |
|
|
2023
Q4 | $4.06M | Buy |
+23,201
| New | +$4.06M | 0.19% | 130 |
|