Meridian 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 | $1.57M | Sell |
5,643
-62,096
| -92% | -$17.3M | 0.07% | 233 |
|
2025
Q1 | $14.3M | Sell |
67,739
-1,247
| -2% | -$264K | 0.69% | 23 |
|
2024
Q4 | $16.7M | Sell |
68,986
-19
| -0% | -$4.6K | 0.79% | 20 |
|
2024
Q3 | $16.9M | Buy |
69,005
+5,392
| +8% | +$1.32M | 0.83% | 17 |
|
2024
Q2 | $16.6M | Buy |
+63,613
| New | +$16.6M | 1.98% | 6 |
|
2024
Q1 | – | Sell |
-25,618
| Closed | -$4.48M | – | 474 |
|
2023
Q4 | $4.48M | Buy |
25,618
+1,994
| +8% | +$349K | 0.29% | 77 |
|
2023
Q3 | $3.43M | Buy |
+23,624
| New | +$3.43M | 0.21% | 98 |
|
2023
Q1 | – | Sell |
-5,114
| Closed | -$519K | – | 562 |
|
2022
Q4 | $519K | Sell |
5,114
-2,036
| -28% | -$207K | 0.05% | 299 |
|
2022
Q3 | $662K | Buy |
7,150
+650
| +10% | +$60.2K | 0.07% | 239 |
|
2022
Q2 | $662K | Buy |
6,500
+236
| +4% | +$24K | 0.05% | 294 |
|
2022
Q1 | $845K | Buy |
6,264
+396
| +7% | +$53.4K | 0.09% | 175 |
|
2021
Q4 | $906K | Sell |
5,868
-8,816
| -60% | -$1.36M | 0.1% | 165 |
|
2021
Q3 | $1.88M | Buy |
+14,684
| New | +$1.88M | 0.23% | 88 |
|
2019
Q3 | – | Sell |
-490
| Closed | -$270 | – | 439 |
|
2019
Q2 | $270 | Buy |
+490
| New | +$270 | 0.01% | 480 |
|