Integras Partners’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
Sell
-1,565
Closed -$331K 62
2025
Q1
$331K Sell
1,565
-350
-18% -$74K 0.3% 49
2024
Q4
$464K Buy
+1,915
New +$464K 0.4% 48