Evolution 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
5,086
+1,150
| +29% | +$321K | 0.21% | 60 |
|
|
2025
Q1 | $832K | Buy |
3,936
+51
| +1% | +$10.8K | 0.14% | 68 |
|
|
2024
Q4 | $941K | Buy |
3,885
+1,945
| +100% | +$471K | 0.16% | 64 |
|
|
2024
Q3 | $476K | Buy |
1,940
+305
| +19% | +$74.9K | 0.09% | 86 |
|
|
2024
Q2 | $426K | Buy |
1,635
+277
| +20% | +$72.2K | 0.08% | 87 |
|
|
2024
Q1 | $306K | Hold |
1,358
| – | – | 0.06% | 100 |
|
|
2023
Q4 | $237K | Buy |
+1,358
| New | +$237K | 0.05% | 109 |
|
|
2023
Q3 | – | Sell |
-1,358
| Closed | -$207K | – | 122 |
|
|
2023
Q2 | $207K | Buy |
+1,358
| New | +$207K | 0.05% | 105 |
|