HWM
Horizon Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.88M | Sell |
35,411
-29,728
| -46% | -$8.29M | 1.73% | 16 |
|
|
2025
Q1 | $13.8M | Buy |
65,139
+984
| +2% | +$208K | 2.32% | 15 |
|
|
2024
Q4 | $15.5M | Sell |
64,155
-8,969
| -12% | -$2.17M | 2.7% | 11 |
|
|
2024
Q3 | $17.9M | Buy |
73,124
+16,036
| +28% | +$3.94M | 3.58% | 12 |
|
|
2024
Q2 | $14.9M | Buy |
57,088
+10,335
| +22% | +$2.69M | 3.55% | 10 |
|
|
2024
Q1 | $10.5M | Sell |
46,753
-11,594
| -20% | -$2.61M | 2.74% | 12 |
|
|
2023
Q4 | $10.2M | Buy |
+58,347
| New | +$10.2M | 2.84% | 12 |
|
|
2023
Q3 | – | Sell |
-42,095
| Closed | -$6.41M | – | 84 |
|
|
2023
Q2 | $6.41M | Buy |
+42,095
| New | +$6.41M | 2.53% | 11 |
|
|
2022
Q3 | – | Sell |
-5,917
| Closed | -$1.21M | – | 102 |
|
|
2022
Q2 | $1.21M | Sell |
5,917
-209
| -3% | -$42.6K | 0.5% | 29 |
|
|
2022
Q1 | $1.65M | Buy |
+6,126
| New | +$1.65M | 0.51% | 27 |
|