Cyndeo 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 | $653K | Hold |
2,341
| – | – | 0.04% | 275 |
|
|
2025
Q1 | $495K | Buy |
2,341
+9
| +0.4% | +$1.9K | 0.03% | 298 |
|
|
2024
Q4 | $565K | Hold |
2,332
| – | – | 0.04% | 278 |
|
|
2024
Q3 | $572K | Hold |
2,332
| – | – | 0.04% | 280 |
|
|
2024
Q2 | $608K | Hold |
2,332
| – | – | 0.05% | 256 |
|
|
2024
Q1 | $525K | Buy |
2,332
+106
| +5% | +$23.8K | 0.04% | 256 |
|
|
2023
Q4 | $389K | Buy |
2,226
+8
| +0.4% | +$1.4K | 0.04% | 277 |
|
|
2023
Q3 | $322K | Hold |
2,218
| – | – | 0.03% | 266 |
|
|
2023
Q2 | $338K | Hold |
2,218
| – | – | 0.04% | 251 |
|
|
2023
Q1 | $292K | Hold |
2,218
| – | – | 0.03% | 265 |
|
|
2022
Q4 | $225K | Buy |
+2,218
| New | +$225K | 0.03% | 286 |
|