Leeward Financial 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
$327K Sell
1,174
-29
-2% -$8.09K 0.1% 79
2025
Q1
$254K Sell
1,203
-138
-10% -$29.2K 0.1% 74
2024
Q4
$325K Hold
1,341
0.12% 71
2024
Q3
$329K Buy
1,341
+12
+0.9% +$2.95K 0.12% 71
2024
Q2
$346K Buy
1,329
+25
+2% +$6.52K 0.14% 65
2024
Q1
$293K Sell
1,304
-382
-23% -$85.9K 0.12% 74
2023
Q4
$295K Sell
1,686
-437
-21% -$76.4K 0.14% 72
2023
Q3
$308K Buy
2,123
+265
+14% +$38.4K 0.17% 63
2023
Q2
$283K Sell
1,858
-182
-9% -$27.7K 0.16% 73
2023
Q1
$268K Hold
2,040
0.16% 65
2022
Q4
$207K Sell
2,040
-322
-14% -$32.7K 0.14% 65
2022
Q3
$219K Buy
2,362
+136
+6% +$12.6K 0.16% 63
2022
Q2
$227K Buy
2,226
+174
+8% +$17.7K 0.16% 64
2022
Q1
$277K Buy
2,052
+546
+36% +$73.7K 0.17% 61
2021
Q4
$233K Buy
+1,506
New +$233K 0.15% 64