Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Sell |
5,835
-469
| -7% | -$131K | 0.12% | 177 |
|
|
2025
Q1 | $1.33M | Sell |
6,304
-1,171
| -16% | -$248K | 0.11% | 186 |
|
|
2024
Q4 | $1.81M | Sell |
7,475
-2,515
| -25% | -$609K | 0.14% | 169 |
|
|
2024
Q3 | $2.45M | Buy |
9,990
+1,219
| +14% | +$299K | 0.17% | 150 |
|
|
2024
Q2 | $2.29M | Buy |
8,771
+1,203
| +16% | +$314K | 0.15% | 157 |
|
|
2024
Q1 | $1.7M | Buy |
7,568
+551
| +8% | +$124K | 0.12% | 192 |
|
|
2023
Q4 | $1.23M | Buy |
7,017
+325
| +5% | +$56.8K | 0.09% | 205 |
|
|
2023
Q3 | $970K | Buy |
6,692
+3,349
| +100% | +$486K | 0.08% | 211 |
|
|
2023
Q2 | $509K | Buy |
+3,343
| New | +$509K | 0.04% | 292 |
|
|
2021
Q1 | – | Sell |
-5,054
| Closed | -$552K | – | 355 |
|
|
2020
Q4 | $552K | Buy |
+5,054
| New | +$552K | 0.06% | 269 |
|
|
2020
Q3 | – | Sell |
-3,252
| Closed | -$248K | – | 236 |
|
|
2020
Q2 | $248K | Buy |
+3,252
| New | +$248K | 0.05% | 268 |
|
|
2015
Q3 | – | Sell |
-48
| Closed | -$1K | – | 1100 |
|
|
2015
Q2 | $1K | Hold |
48
| – | – | ﹤0.01% | 897 |
|
|
2015
Q1 | $1K | Sell |
48
-2,966
| -98% | -$61.8K | ﹤0.01% | 948 |
|
|
2014
Q4 | $82K | Sell |
3,014
-2,796
| -48% | -$76.1K | 0.02% | 337 |
|
|
2014
Q3 | $148K | Buy |
+5,810
| New | +$148K | 0.04% | 256 |
|