Mount Yale Investment 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 | $241K | Buy |
+864
| New | +$241K | 0.02% | 514 |
|
2025
Q1 | – | Sell |
-931
| Closed | -$225K | – | 570 |
|
2024
Q4 | $225K | Buy |
+931
| New | +$225K | 0.02% | 508 |
|
2024
Q3 | – | Sell |
-872
| Closed | -$227K | – | 583 |
|
2024
Q2 | $227K | Buy |
+872
| New | +$227K | 0.02% | 498 |
|
2022
Q1 | – | Sell |
-54
| Closed | -$8K | – | 492 |
|
2021
Q4 | $8K | Buy |
+54
| New | +$8K | ﹤0.01% | 448 |
|