CWG
Crown Wealth Group’s VanEck Semiconductor ETF SMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.07M | Buy |
21,755
+13,034
| +149% | +$3.63M | 2.28% | 12 |
|
|
2025
Q1 | $1.84M | Sell |
8,721
-5,020
| -37% | -$1.06M | 0.96% | 19 |
|
|
2024
Q4 | $3.33M | Buy |
13,741
+357
| +3% | +$86.5K | 1.35% | 18 |
|
|
2024
Q3 | $3.29M | Sell |
13,384
-3,502
| -21% | -$860K | 1.43% | 16 |
|
|
2024
Q2 | $4.4M | Buy |
16,886
+1,334
| +9% | +$348K | 2.2% | 12 |
|
|
2024
Q1 | $3.5M | Buy |
15,552
+1,354
| +10% | +$305K | 1.8% | 14 |
|
|
2023
Q4 | $2.48M | Buy |
14,198
+2,366
| +20% | +$414K | 1.5% | 16 |
|
|
2023
Q3 | $1.72M | Buy |
+11,832
| New | +$1.72M | 1.29% | 16 |
|
|
2022
Q2 | – | Sell |
-7,468
| Closed | -$2.02M | – | 99 |
|
|
2022
Q1 | $2.02M | Buy |
7,468
+2,360
| +46% | +$637K | 1.4% | 16 |
|
|
2021
Q4 | $1.58M | Buy |
+5,108
| New | +$1.58M | 1.46% | 16 |
|