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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