Octavia Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $431K | Sell |
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|
2025
Q2 | $369K | Buy |
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|
2025
Q1 | $276K | Buy |
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|
2024
Q4 | $305K | Sell |
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|
2024
Q3 | $439K | Sell |
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|
2024
Q2 | $504K | Hold |
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|
2024
Q1 | $435K | Buy |
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|
2023
Q4 | $326K | Buy |
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|
2023
Q3 | $204K | Sell |
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|
2023
Q2 | $238K | Sell |
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|
2023
Q1 | $208K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $202K | Sell |
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|
2021
Q4 | $234K | Buy |
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