PWAG
Polaris Wealth Advisory Group’s VanEck Semiconductor ETF SMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-30,956
| Closed | -$7.83M | – | 171 |
|
|
2022
Q1 | $7.83M | Sell |
30,956
-1,216
| -4% | -$307K | 0.52% | 61 |
|
|
2021
Q4 | $9.93M | Sell |
32,172
-800
| -2% | -$247K | 0.57% | 55 |
|
|
2021
Q3 | $8.48M | Sell |
32,972
-231
| -0.7% | -$59.4K | 0.51% | 64 |
|
|
2021
Q2 | $8.58M | Sell |
33,203
-4,928
| -13% | -$1.27M | 0.51% | 62 |
|
|
2021
Q1 | $9.77M | Sell |
38,131
-3,733
| -9% | -$956K | 0.63% | 48 |
|
|
2020
Q4 | $9.64M | Buy |
+41,864
| New | +$9.64M | 0.72% | 46 |
|
|
2020
Q1 | – | Sell |
-101,153
| Closed | -$14.7M | – | 172 |
|
|
2019
Q4 | $14.7M | Buy |
+101,153
| New | +$14.7M | 0.98% | 43 |
|