Lowery Thomas LLC’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 | $4.67M | Sell |
16,749
-1,888
| -10% | -$527K | 2.99% | 10 |
|
|
2025
Q1 | $3.94M | Sell |
18,637
-643
| -3% | -$136K | 2.7% | 12 |
|
|
2024
Q4 | $4.67M | Buy |
19,280
+589
| +3% | +$143K | 3.04% | 10 |
|
|
2024
Q3 | $4.59M | Buy |
18,691
+1,404
| +8% | +$345K | 3.11% | 10 |
|
|
2024
Q2 | $4.51M | Buy |
17,287
+1,216
| +8% | +$317K | 3.29% | 12 |
|
|
2024
Q1 | $3.62M | Buy |
16,071
+459
| +3% | +$103K | 2.77% | 13 |
|
|
2023
Q4 | $2.73M | Buy |
15,612
+1,731
| +12% | +$303K | 2.34% | 15 |
|
|
2023
Q3 | $2.01M | Buy |
13,881
+3,534
| +34% | +$512K | 1.92% | 16 |
|
|
2023
Q2 | $1.58M | Buy |
10,347
+1,303
| +14% | +$198K | 1.55% | 18 |
|
|
2023
Q1 | $1.19M | Sell |
9,044
-788
| -8% | -$104K | 1.31% | 21 |
|
|
2022
Q4 | $998K | Sell |
9,832
-14,040
| -59% | -$1.42M | 1.2% | 20 |
|
|
2022
Q3 | $2.21M | Sell |
23,872
-3,784
| -14% | -$350K | 2.58% | 14 |
|
|
2022
Q2 | $2.82M | Sell |
27,656
-8,330
| -23% | -$848K | 2.69% | 15 |
|
|
2022
Q1 | $4.85M | Sell |
35,986
-966
| -3% | -$130K | 3.77% | 8 |
|
|
2021
Q4 | $5.71M | Buy |
+36,952
| New | +$5.71M | 3.94% | 7 |
|