Leeward Financial Partners’s VanEck Semiconductor ETF SMH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$327K Sell
2025
Q1
$254K Sell
2024
Q4
$325K Hold
2024
Q3
$329K Buy
2024
Q2
$346K Buy
2024
Q1
$293K Sell
2023
Q4
$295K Sell
2023
Q3
$308K Buy
2023
Q2
$283K Sell
2023
Q1
$268K Hold
2022
Q4
$207K Sell
2022
Q3
$219K Buy
2022
Q2
$227K Buy
2022
Q1
$277K Buy
2021
Q4
$233K Buy