Core Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-164
| Closed | -$36.9K | – | 210 |
|
|
2024
Q1 | $36.9K | Hold |
164
| – | – | 0.01% | 112 |
|
|
2023
Q4 | $28.7K | Hold |
164
| – | – | 0.01% | 119 |
|
|
2023
Q3 | $23.8K | Hold |
164
| – | – | 0.01% | 105 |
|
|
2023
Q2 | $25K | Hold |
164
| – | – | 0.01% | 102 |
|
|
2023
Q1 | $21.6K | Hold |
164
| – | – | 0.01% | 108 |
|
|
2022
Q4 | $16.6K | Hold |
164
| – | – | 0.01% | 127 |
|
|
2022
Q3 | $15K | Hold |
164
| – | – | 0.01% | 121 |
|
|
2022
Q2 | $17K | Hold |
164
| – | – | 0.01% | 115 |
|
|
2022
Q1 | $22K | Hold |
164
| – | – | 0.01% | 113 |
|
|
2021
Q4 | $25K | Hold |
164
| – | – | 0.01% | 121 |
|
|
2021
Q3 | $21K | Hold |
164
| – | – | 0.01% | 109 |
|
|
2021
Q2 | $22K | Hold |
164
| – | – | 0.01% | 101 |
|
|
2021
Q1 | $20K | Hold |
164
| – | – | 0.02% | 96 |
|
|
2020
Q4 | $18K | Hold |
164
| – | – | 0.02% | 98 |
|
|
2020
Q3 | $14K | Buy |
+164
| New | +$14K | 0.01% | 92 |
|