Connecticut Wealth Management’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
$440K Sell
1,577
-17
-1% -$4.74K 0.02% 225
2025
Q1
$337K Hold
1,594
0.02% 246
2024
Q4
$386K Buy
1,594
+18
+1% +$4.36K 0.02% 209
2024
Q3
$387K Sell
1,576
-37
-2% -$9.08K 0.02% 244
2024
Q2
$420K Hold
1,613
0.02% 229
2024
Q1
$363K Buy
1,613
+23
+1% +$5.17K 0.02% 249
2023
Q4
$278K Sell
1,590
-3
-0.2% -$525 0.02% 272
2023
Q3
$231K Sell
1,593
-630
-28% -$91.4K 0.02% 266
2023
Q2
$338K Sell
2,223
-175
-7% -$26.6K 0.02% 192
2023
Q1
$316K Buy
+2,398
New +$316K 0.02% 188