JFS Wealth Advisors’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 | $26.5K | Hold |
95
| – | – | ﹤0.01% | 597 |
|
|
2025
Q1 | $20.1K | Sell |
95
-45
| -32% | -$9.52K | ﹤0.01% | 662 |
|
|
2024
Q4 | $33.9K | Sell |
140
-236
| -63% | -$57.2K | ﹤0.01% | 531 |
|
|
2024
Q3 | $92.3K | Buy |
376
+256
| +213% | +$62.8K | 0.01% | 375 |
|
|
2024
Q2 | $31.3K | Sell |
120
-843
| -88% | -$220K | ﹤0.01% | 503 |
|
|
2024
Q1 | $217K | Buy |
+963
| New | +$217K | 0.02% | 237 |
|
|
2023
Q4 | – | Sell |
-60
| Closed | -$8.7K | – | 2036 |
|
|
2023
Q3 | $8.7K | Buy |
+60
| New | +$8.7K | ﹤0.01% | 778 |
|