Lowe Wealth Advisors’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 | $135K | Buy |
484
+13
| +3% | +$3.63K | 0.05% | 76 |
|
2025
Q1 | $99.6K | Sell |
471
-1,478
| -76% | -$313K | 0.04% | 91 |
|
2024
Q4 | $472K | Sell |
1,949
-565
| -22% | -$137K | 0.2% | 34 |
|
2024
Q3 | $617K | Sell |
2,514
-1,706
| -40% | -$419K | 0.27% | 31 |
|
2024
Q2 | $1.1M | Sell |
4,220
-200
| -5% | -$52.1K | 0.5% | 20 |
|
2024
Q1 | $994K | Sell |
4,420
-55
| -1% | -$12.4K | 0.46% | 23 |
|
2023
Q4 | $783K | Buy |
4,475
+5
| +0.1% | +$874 | 0.39% | 22 |
|
2023
Q3 | $648K | Sell |
4,470
-25
| -0.6% | -$3.63K | 0.34% | 23 |
|
2023
Q2 | $684K | Sell |
4,495
-45
| -1% | -$6.85K | 0.35% | 24 |
|
2023
Q1 | $597K | Sell |
4,540
-690
| -13% | -$90.8K | 0.32% | 23 |
|
2022
Q4 | $531K | Sell |
5,230
-730
| -12% | -$74.1K | 0.29% | 30 |
|
2022
Q3 | $552K | Sell |
5,960
-1,390
| -19% | -$129K | 0.32% | 27 |
|
2022
Q2 | $749K | Sell |
7,350
-850
| -10% | -$86.6K | 0.41% | 22 |
|
2022
Q1 | $1.11M | Sell |
8,200
-540
| -6% | -$72.8K | 0.5% | 23 |
|
2021
Q4 | $1.35M | Buy |
8,740
+10
| +0.1% | +$1.54K | 0.59% | 21 |
|
2021
Q3 | $1.12M | Sell |
8,730
-300
| -3% | -$38.5K | 0.53% | 22 |
|
2021
Q2 | $1.18M | Sell |
9,030
-240
| -3% | -$31.5K | 0.57% | 19 |
|
2021
Q1 | $1.13M | Buy |
9,270
+110
| +1% | +$13.4K | 0.57% | 20 |
|
2020
Q4 | $1M | Buy |
9,160
+180
| +2% | +$19.7K | 0.51% | 19 |
|
2020
Q3 | $782K | Buy |
8,980
+20
| +0.2% | +$1.74K | 0.43% | 18 |
|
2020
Q2 | $685K | Buy |
8,960
+8,860
| +8,860% | +$677K | 0.4% | 19 |
|
2020
Q1 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 183 |
|