Measured Wealth Private Client Group’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 | – | Sell |
-945
| Closed | -$229K | – | 191 |
|
|
2024
Q4 | $229K | Sell |
945
-142
| -13% | -$34.4K | 0.07% | 160 |
|
|
2024
Q3 | $267K | Hold |
1,087
| – | – | 0.09% | 147 |
|
|
2024
Q2 | $283K | Sell |
1,087
-822
| -43% | -$214K | 0.1% | 153 |
|
|
2024
Q1 | $430K | Sell |
1,909
-2,424
| -56% | -$545K | 0.15% | 107 |
|
|
2023
Q4 | $758K | Buy |
4,333
+1,113
| +35% | +$195K | 0.28% | 58 |
|
|
2023
Q3 | $467K | Sell |
3,220
-576
| -15% | -$83.5K | 0.19% | 85 |
|
|
2023
Q2 | $578K | Sell |
3,796
-632
| -14% | -$96.2K | 0.22% | 72 |
|
|
2023
Q1 | $583K | Buy |
+4,428
| New | +$583K | 0.22% | 63 |
|
|
2018
Q4 | – | Sell |
-202
| Closed | -$10K | – | 605 |
|
|
2018
Q3 | $10K | Buy |
+202
| New | +$10K | 0.01% | 624 |
|