Kovitz Investment Group 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 | $979K | Buy |
3,510
+43
| +1% | +$12K | ﹤0.01% | 808 |
|
|
2025
Q1 | $733K | Sell |
3,467
-10,118
| -74% | -$2.14M | ﹤0.01% | 812 |
|
|
2024
Q4 | $3.29M | Buy |
13,585
+9,288
| +216% | +$2.25M | 0.02% | 481 |
|
|
2024
Q3 | $456K | Buy |
+4,297
| New | +$456K | ﹤0.01% | 768 |
|
|
2017
Q2 | – | Sell |
-13,800
| Closed | -$550K | – | 160 |
|
|
2017
Q1 | $550K | Buy |
+13,800
| New | +$550K | 0.03% | 91 |
|