New England Guild Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,812
| Closed | -$353K | – | 70 |
|
|
2022
Q3 | $353K | Hold |
3,812
| – | – | 0.21% | 48 |
|
|
2022
Q2 | $388K | Hold |
3,812
| – | – | 0.24% | 46 |
|
|
2022
Q1 | $514K | Hold |
3,812
| – | – | 0.27% | 46 |
|
|
2021
Q4 | $588K | Buy |
3,812
+20
| +0.5% | +$3.09K | 0.29% | 44 |
|
|
2021
Q3 | $486K | Buy |
3,792
+1,242
| +49% | +$159K | 0.26% | 43 |
|
|
2021
Q2 | $334K | Buy |
2,550
+80
| +3% | +$10.5K | 0.18% | 51 |
|
|
2021
Q1 | $301K | Buy |
+2,470
| New | +$301K | 0.17% | 50 |
|