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Painted Porch Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Painted Porch Advisors’s Portfolio SMH Stock Details SMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8.92K Sell
32
-80
-71% -$22.3K ﹤0.01% 286
2025
Q1 		$23.7K Buy
112
+80
+250% +$16.9K 0.01% 213
2024
Q4 		$7.75K Hold
32
– – ﹤0.01% 288
2024
Q3 		$7.85K Hold
32
– – ﹤0.01% 261
2024
Q2 		$8.34K Buy
+32
New +$8.34K ﹤0.01% 226