PFA
Plotkin Financial Advisors’s VanEck Semiconductor ETF SMH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.88M | Sell |
35,432
-103
| -0.3% | -$28.7K | 5.45% | 5 |
|
2025
Q1 | $7.51M | Buy |
35,535
+551
| +2% | +$117K | 4.62% | 6 |
|
2024
Q4 | $8.47M | Buy |
34,984
+196
| +0.6% | +$47.5K | 5.03% | 5 |
|
2024
Q3 | $8.54M | Sell |
34,788
-827
| -2% | -$203K | 5.11% | 5 |
|
2024
Q2 | $9.28M | Sell |
35,615
-285
| -0.8% | -$74.3K | 5.97% | 4 |
|
2024
Q1 | $8.08M | Buy |
35,900
+718
| +2% | +$162K | 5.35% | 4 |
|
2023
Q4 | $6.15M | Buy |
35,182
+42
| +0.1% | +$7.35K | 4.68% | 6 |
|
2023
Q3 | $5.09M | Sell |
35,140
-1,118
| -3% | -$162K | 4.48% | 8 |
|
2023
Q2 | $5.52M | Buy |
36,258
+17,154
| +90% | +$2.61M | 4.59% | 7 |
|
2023
Q1 | $5.03M | Sell |
19,104
-759
| -4% | -$200K | 4.68% | 7 |
|
2022
Q4 | $4.03M | Sell |
19,863
-2,090
| -10% | -$424K | 4.09% | 8 |
|
2022
Q3 | $4.06M | Buy |
21,953
+2
| +0% | +$370 | 4.11% | 9 |
|
2022
Q2 | $4.47M | Sell |
21,951
-409
| -2% | -$83.3K | 4.25% | 9 |
|
2022
Q1 | $6.03M | Buy |
22,360
+3,538
| +19% | +$955K | 4.21% | 8 |
|
2021
Q4 | $5.81M | Sell |
18,822
-3,137
| -14% | -$969K | 3.67% | 9 |
|
2021
Q3 | $5.63M | Buy |
21,959
+2,964
| +16% | +$760K | 3.35% | 10 |
|
2021
Q2 | $4.98M | Sell |
18,995
-456
| -2% | -$120K | 2.76% | 11 |
|
2021
Q1 | $4.74M | Buy |
19,451
+6,830
| +54% | +$1.66M | 2.9% | 12 |
|
2020
Q4 | $2.76M | Buy |
12,621
+5,359
| +74% | +$1.17M | 1.82% | 17 |
|
2020
Q3 | $1.27M | Sell |
7,262
-2,000
| -22% | -$348K | 1.39% | 21 |
|
2020
Q2 | $1.42M | Buy |
9,262
+1,300
| +16% | +$199K | 1.2% | 20 |
|
2020
Q1 | $933K | Buy |
7,962
+55
| +0.7% | +$6.44K | 1.13% | 23 |
|
2019
Q4 | $1.12M | Buy |
+7,907
| New | +$1.12M | 1.04% | 26 |
|