Patriot Financial Group Insurance Agency’s VanEck Semiconductor ETF SMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,997
| Closed | -$1.37M | – | 484 |
|
|
2023
Q2 | $1.37M | Buy |
8,997
+133
| +2% | +$20.2K | 0.26% | 92 |
|
|
2023
Q1 | $1.17M | Hold |
8,864
| – | – | 0.24% | 101 |
|
|
2022
Q4 | $899K | Buy |
8,864
+120
| +1% | +$12.2K | 0.12% | 119 |
|
|
2022
Q3 | $809K | Hold |
8,744
| – | – | 0.2% | 130 |
|
|
2022
Q2 | $891K | Sell |
8,744
-890
| -9% | -$90.7K | 0.18% | 126 |
|
|
2022
Q1 | $1.3M | Sell |
9,634
-200
| -2% | -$27K | 0.23% | 97 |
|
|
2021
Q4 | $1.52M | Sell |
9,834
-300
| -3% | -$46.3K | 0.25% | 88 |
|
|
2021
Q3 | $1.3M | Sell |
10,134
-550
| -5% | -$70.5K | 0.23% | 103 |
|
|
2021
Q2 | $1.4M | Buy |
10,684
+9,584
| +871% | +$1.26M | 0.26% | 88 |
|
|
2021
Q1 | $134K | Buy |
+1,100
| New | +$134K | 0.03% | 482 |
|
|
2018
Q2 | – | Sell |
-106
| Closed | -$5K | – | 877 |
|
|
2018
Q1 | $5K | Hold |
106
| – | – | ﹤0.01% | 744 |
|
|
2017
Q4 | $5K | Sell |
106
-76
| -42% | -$3.59K | ﹤0.01% | 734 |
|
|
2017
Q3 | $9K | Buy |
182
+76
| +72% | +$3.76K | 0.01% | 579 |
|
|
2017
Q2 | $4K | Buy |
+106
| New | +$4K | ﹤0.01% | 734 |
|