LJI Wealth 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 | $567K | Hold |
2,034
| – | – | 0.1% | 85 |
|
2025
Q1 | $430K | Sell |
2,034
-200
| -9% | -$42.3K | 0.09% | 97 |
|
2024
Q4 | $541K | Sell |
2,234
-133
| -6% | -$32.2K | 0.11% | 83 |
|
2024
Q3 | $581K | Buy |
2,367
+3
| +0.1% | +$736 | 0.12% | 91 |
|
2024
Q2 | $616K | Buy |
+2,364
| New | +$616K | 0.14% | 77 |
|
2024
Q1 | – | Sell |
-2,098
| Closed | -$367K | – | 167 |
|
2023
Q4 | $367K | Hold |
2,098
| – | – | 0.1% | 116 |
|
2023
Q3 | $304K | Buy |
2,098
+196
| +10% | +$28.4K | 0.09% | 123 |
|
2023
Q2 | $290K | Hold |
1,902
| – | – | 0.08% | 119 |
|
2023
Q1 | $250K | Buy |
+1,902
| New | +$250K | 0.08% | 130 |
|