MPS Loria Financial Planners’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 | $763K | Buy |
2,736
+15
| +0.6% | +$4.18K | 0.22% | 30 |
|
|
2025
Q1 | $575K | Hold |
2,721
| – | – | 0.17% | 36 |
|
|
2024
Q4 | $659K | Buy |
2,721
+416
| +18% | +$101K | 0.2% | 32 |
|
|
2024
Q3 | $566K | Buy |
2,305
+349
| +18% | +$85.7K | 0.17% | 37 |
|
|
2024
Q2 | $510K | Buy |
1,956
+325
| +20% | +$84.7K | 0.16% | 39 |
|
|
2024
Q1 | $367K | Hold |
1,631
| – | – | 0.12% | 53 |
|
|
2023
Q4 | $285K | Buy |
+1,631
| New | +$285K | 0.1% | 65 |
|