PWM
Prosperity Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $718K | Sell |
2,576
-373
| -13% | -$104K | 0.27% | 85 |
|
|
2025
Q1 | $624K | Sell |
2,949
-2,043
| -41% | -$432K | 0.29% | 76 |
|
|
2024
Q4 | $1.21M | Sell |
4,992
-1,835
| -27% | -$444K | 0.5% | 34 |
|
|
2024
Q3 | $1.68M | Sell |
6,827
-762
| -10% | -$187K | 0.67% | 25 |
|
|
2024
Q2 | $1.98M | Buy |
7,589
+5,529
| +268% | +$1.44M | 0.97% | 15 |
|
|
2024
Q1 | $463K | Buy |
2,060
+810
| +65% | +$182K | 0.22% | 83 |
|
|
2023
Q4 | $219K | Buy |
+1,250
| New | +$219K | 0.14% | 122 |
|
|
2023
Q1 | – | Sell |
-442
| Closed | -$89.8K | – | 150 |
|
|
2022
Q4 | $89.8K | Buy |
+442
| New | +$89.8K | 0.08% | 116 |
|