Sequoia Financial 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 | $666K | Sell |
2,388
-407
| -15% | -$114K | ﹤0.01% | 866 |
|
|
2025
Q1 | $591K | Buy |
2,795
+701
| +33% | +$148K | ﹤0.01% | 787 |
|
|
2024
Q4 | $507K | Sell |
2,094
-933
| -31% | -$226K | ﹤0.01% | 796 |
|
|
2024
Q3 | $743K | Buy |
3,027
+544
| +22% | +$134K | 0.01% | 628 |
|
|
2024
Q2 | $647K | Buy |
2,483
+674
| +37% | +$176K | 0.01% | 608 |
|
|
2024
Q1 | $407K | Buy |
1,809
+270
| +18% | +$60.8K | 0.01% | 752 |
|
|
2023
Q4 | $269K | Buy |
1,539
+97
| +7% | +$17K | ﹤0.01% | 969 |
|
|
2023
Q3 | $209K | Buy |
+1,442
| New | +$209K | ﹤0.01% | 846 |
|
|
2022
Q3 | – | Sell |
-2,480
| Closed | -$253K | – | 580 |
|
|
2022
Q2 | $253K | Buy |
+2,480
| New | +$253K | 0.01% | 486 |
|