ETIA
Epic Trust Investment Advisors’s VanEck Semiconductor ETF SMH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $1.83M | Buy |
7,013
+3,351
| +92% | +$874K | 2.01% | 9 |
|
2024
Q1 | $824K | Buy |
3,662
+1,277
| +54% | +$287K | 1.02% | 24 |
|
2023
Q4 | $417K | Sell |
2,385
-131
| -5% | -$22.9K | 0.56% | 44 |
|
2023
Q3 | $365K | Sell |
2,516
-16
| -0.6% | -$2.32K | 0.57% | 50 |
|
2023
Q2 | $386K | Buy |
2,532
+194
| +8% | +$29.5K | 0.55% | 48 |
|
2023
Q1 | $615K | Buy |
2,338
+742
| +46% | +$195K | 0.75% | 34 |
|
2022
Q4 | $324K | Sell |
1,596
-1,100
| -41% | -$223K | 0.49% | 65 |
|
2022
Q3 | $499K | Sell |
2,696
-247
| -8% | -$45.7K | 0.69% | 41 |
|
2022
Q2 | $600K | Sell |
2,943
-22
| -0.7% | -$4.49K | 1.13% | 30 |
|
2022
Q1 | $800K | Sell |
2,965
-419
| -12% | -$113K | 1.25% | 22 |
|
2021
Q4 | $1.05M | Buy |
+3,384
| New | +$1.05M | 1.52% | 16 |
|