Financial Advocates Investment Management’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 | $1.7M | Sell |
6,107
-6,292
| -51% | -$1.75M | 0.14% | 149 |
|
2025
Q1 | $2.62M | Sell |
12,399
-4,265
| -26% | -$902K | 0.18% | 129 |
|
2024
Q4 | $4.04M | Buy |
16,664
+811
| +5% | +$196K | 0.23% | 92 |
|
2024
Q3 | $3.78M | Buy |
15,853
+2,928
| +23% | +$698K | 0.21% | 105 |
|
2024
Q2 | $3.37M | Buy |
12,925
+3,719
| +40% | +$970K | 0.21% | 106 |
|
2024
Q1 | $2.07M | Buy |
9,206
+1,763
| +24% | +$397K | 0.12% | 179 |
|
2023
Q4 | $1.3M | Buy |
7,443
+176
| +2% | +$30.8K | 0.09% | 237 |
|
2023
Q3 | $1.05M | Sell |
7,267
-408
| -5% | -$59.2K | 0.08% | 256 |
|
2023
Q2 | $1.17M | Sell |
7,675
-553
| -7% | -$84.2K | 0.08% | 240 |
|
2023
Q1 | $1.08M | Buy |
8,228
+4,294
| +109% | +$565K | 0.08% | 273 |
|
2022
Q4 | $399K | Sell |
3,934
-37,930
| -91% | -$3.85M | 0.03% | 488 |
|
2022
Q3 | $3.77M | Buy |
41,864
+38,186
| +1,038% | +$3.44M | 0.31% | 82 |
|
2022
Q2 | $375K | Buy |
3,678
+6
| +0.2% | +$612 | 0.03% | 461 |
|
2022
Q1 | $495K | Buy |
3,672
+300
| +9% | +$40.4K | 0.03% | 441 |
|
2021
Q4 | $521K | Buy |
3,372
+6
| +0.2% | +$927 | 0.03% | 473 |
|
2021
Q3 | $431K | Hold |
3,366
| – | – | 0.03% | 509 |
|
2021
Q2 | $441K | Sell |
3,366
-2
| -0.1% | -$262 | 0.03% | 493 |
|
2021
Q1 | $410K | Buy |
3,368
+1,192
| +55% | +$145K | 0.03% | 517 |
|
2020
Q4 | $242K | Buy |
+2,176
| New | +$242K | 0.02% | 619 |
|