Marcum Wealth’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
Q1
$226K Buy
1,069
+180
+20% +$38.1K 0.02% 344
2024
Q4
$215K Sell
889
-7
-0.8% -$1.7K 0.02% 351
2024
Q3
$220K Sell
896
-2
-0.2% -$491 0.02% 343
2024
Q2
$234K Sell
898
-36
-4% -$9.39K 0.02% 316
2024
Q1
$210K Buy
+934
New +$210K 0.02% 333