Elevation 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 | $148K | Hold |
531
| – | – | 0.06% | 136 |
|
|
2025
Q1 | $112K | Sell |
531
-10
| -2% | -$2.12K | 0.05% | 156 |
|
|
2024
Q4 | $131K | Sell |
541
-98
| -15% | -$23.7K | 0.06% | 140 |
|
|
2024
Q3 | $157K | Buy |
639
+78
| +14% | +$19.1K | 0.07% | 131 |
|
|
2024
Q2 | $146K | Hold |
561
| – | – | 0.07% | 132 |
|
|
2024
Q1 | $126K | Buy |
561
+15
| +3% | +$3.38K | 0.06% | 137 |
|
|
2023
Q4 | $79.2K | Hold |
546
| – | – | 0.05% | 174 |
|
|
2023
Q3 | $79.2K | Hold |
546
| – | – | 0.07% | 116 |
|
|
2023
Q2 | $83.1K | Hold |
546
| – | – | 0.07% | 117 |
|
|
2023
Q1 | $71.9K | Buy |
+546
| New | +$71.9K | 0.07% | 129 |
|