New England Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,500
| Closed | -$391K | – | 147 |
|
|
2024
Q2 | $391K | Sell |
1,500
-400
| -21% | -$104K | 0.07% | 101 |
|
|
2024
Q1 | $427K | Buy |
1,900
+250
| +15% | +$56.2K | 0.08% | 100 |
|
|
2023
Q4 | $289K | Buy |
+1,650
| New | +$289K | 0.05% | 113 |
|
|
2021
Q1 | – | Sell |
-2,000
| Closed | -$218K | – | 101 |
|
|
2020
Q4 | $218K | Sell |
2,000
-1,200
| -38% | -$131K | 0.05% | 81 |
|
|
2020
Q3 | $279K | Buy |
+3,200
| New | +$279K | 0.07% | 73 |
|