FFWA
FRG Family Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.29M | Buy |
8,203
+3,095
| +61% | +$863K | 0.4% | 47 |
|
2025
Q1 | $1.08M | Buy |
5,108
+1,715
| +51% | +$363K | 0.21% | 78 |
|
2024
Q4 | $822K | Buy |
3,393
+2,225
| +190% | +$539K | 0.15% | 90 |
|
2024
Q3 | $287K | Buy |
+1,168
| New | +$287K | 0.05% | 133 |
|
2024
Q2 | – | Sell |
-45
| Closed | -$9.63K | – | 319 |
|
2024
Q1 | $9.63K | Buy |
+45
| New | +$9.63K | ﹤0.01% | 269 |
|