Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7
| Closed | -$1.02K | – | 901 |
|
|
2023
Q3 | $1.02K | Buy |
+7
| New | +$1.02K | ﹤0.01% | 690 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 890 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 930 |
|
|
2022
Q2 | – | Sell |
-190
| Closed | -$26K | – | 1059 |
|
|
2022
Q1 | $26K | Hold |
190
| – | – | ﹤0.01% | 441 |
|
|
2021
Q4 | $29K | Sell |
190
-10
| -5% | -$1.53K | ﹤0.01% | 472 |
|
|
2021
Q3 | $26K | Buy |
+200
| New | +$26K | 0.01% | 504 |
|
|
2021
Q2 | – | Sell |
-186
| Closed | -$23K | – | 1090 |
|
|
2021
Q1 | $23K | Buy |
+186
| New | +$23K | 0.01% | 526 |
|