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Leigh Baldwin & Co’s VanEck Semiconductor ETF SMH Stock Holding History

Leigh Baldwin & Co’s Portfolio SMH Stock Details SMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$394K Buy
1,413
+375
+36% +$105K 0.26% 98
2025
Q1 		$220K Buy
+1,038
New +$220K 0.18% 154