Householder Group Estate & Retirement Specialist’s VanEck Semiconductor ETF SMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-654
| Closed | -$160K | – | 1117 |
|
|
2024
Q3 | $160K | Sell |
654
-7,244
| -92% | -$1.77M | 0.05% | 289 |
|
|
2024
Q2 | $2.06M | Sell |
7,898
-743
| -9% | -$194K | 0.58% | 32 |
|
|
2024
Q1 | $1.94M | Buy |
+8,641
| New | +$1.94M | 0.58% | 36 |
|
|
2023
Q4 | – | Sell |
-12,999
| Closed | -$1.88M | – | 1311 |
|
|
2023
Q3 | $1.88M | Buy |
+12,999
| New | +$1.88M | 0.68% | 29 |
|
|
2023
Q1 | $396K | Buy |
+3,006
| New | +$396K | 0.15% | 131 |
|