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Sequent Asset Management’s VanEck Semiconductor ETF SMH Stock Holding History

Sequent Asset Management’s Portfolio SMH Stock Details SMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$321K Buy
1,150
+50
+5% +$13.9K 0.26% 54
2025
Q1 		$233K Buy
1,100
+70
+7% +$14.8K 0.13% 76
2024
Q4 		$249K Hold
1,030
– – 0.12% 77
2024
Q3 		$253K Buy
+1,030
New +$253K 0.12% 77