Seaview Investment Managers’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
$718K Sell
2,574
-2,959
-53% -$825K 0.15% 75
2025
Q1
$1.17M Buy
5,533
+329
+6% +$69.6K 0.28% 45
2024
Q4
$1.26M Sell
5,204
-2,832
-35% -$686K 0.35% 40
2024
Q3
$1.97M Sell
8,036
-1,373
-15% -$337K 0.59% 43
2024
Q2
$2.45M Sell
9,409
-2,523
-21% -$658K 0.74% 39
2024
Q1
$2.68M Sell
11,932
-1,219
-9% -$274K 0.81% 36
2023
Q4
$2.3M Sell
13,151
-2,698
-17% -$472K 0.74% 39
2023
Q3
$2.3M Sell
15,849
-180
-1% -$26.1K 0.77% 35
2023
Q2
$2.44M Sell
16,029
-1,215
-7% -$185K 0.79% 37
2023
Q1
$2.27M Sell
17,244
-560
-3% -$73.7K 0.78% 41
2022
Q4
$1.81M Buy
17,804
+6
+0% +$609 0.72% 45
2022
Q3
$1.65M Buy
17,798
+2,836
+19% +$263K 0.67% 45
2022
Q2
$1.52M Buy
14,962
+298
+2% +$30.4K 0.69% 42
2022
Q1
$1.98M Buy
14,664
+126
+0.9% +$17K 0.66% 43
2021
Q4
$2.25M Buy
14,538
+3,166
+28% +$489K 0.79% 40
2021
Q3
$1.46M Buy
11,372
+1,504
+15% +$193K 0.69% 45
2021
Q2
$1.29M Buy
9,868
+2,018
+26% +$265K 0.66% 40
2021
Q1
$956K Buy
+7,850
New +$956K 0.7% 40