Kingswood 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 | $3.3M | Buy |
11,832
+642
| +6% | +$179K | 0.26% | 88 |
|
|
2025
Q1 | $2.37M | Sell |
11,190
-2,690
| -19% | -$569K | 0.22% | 112 |
|
|
2024
Q4 | $3.36M | Buy |
13,880
+2,244
| +19% | +$543K | 0.25% | 82 |
|
|
2024
Q3 | $2.86M | Sell |
11,636
-1,464
| -11% | -$360K | 0.2% | 116 |
|
|
2024
Q2 | $3.42M | Buy |
13,100
+3,941
| +43% | +$1.03M | 0.31% | 70 |
|
|
2024
Q1 | $2.06M | Buy |
9,159
+23
| +0.3% | +$5.18K | 0.24% | 97 |
|
|
2023
Q4 | $1.6M | Buy |
9,136
+1,945
| +27% | +$340K | 0.18% | 131 |
|
|
2023
Q3 | $1.27M | Buy |
7,191
+4,434
| +161% | +$780K | 0.22% | 121 |
|
|
2023
Q2 | $420K | Buy |
+2,757
| New | +$420K | 0.13% | 155 |
|