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 |
|