Lewis Asset Management’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 | $458K | Buy |
1,642
+64
| +4% | +$17.8K | 0.22% | 110 |
|
|
2025
Q1 | $334K | Buy |
1,578
+3
| +0.2% | +$634 | 0.28% | 96 |
|
|
2024
Q4 | $381K | Sell |
1,575
-55
| -3% | -$13.3K | 0.29% | 85 |
|
|
2024
Q3 | $400K | Buy |
1,630
+1
| +0.1% | +$245 | 0.29% | 85 |
|
|
2024
Q2 | $425K | Buy |
1,629
+34
| +2% | +$8.86K | 0.32% | 70 |
|
|
2024
Q1 | $359K | Sell |
1,595
-121
| -7% | -$27.2K | 0.3% | 77 |
|
|
2023
Q4 | $300K | Buy |
+1,716
| New | +$300K | 0.28% | 85 |
|