SFPG
Stonebridge Financial Planning Group’s VanEck Semiconductor ETF SMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $651K | Sell |
2,335
-135
| -5% | -$37.6K | 0.27% | 99 |
|
|
2025
Q1 | $522K | Buy |
2,470
+459
| +23% | +$97.1K | 0.24% | 104 |
|
|
2024
Q4 | $487K | Buy |
2,011
+376
| +23% | +$91K | 0.22% | 113 |
|
|
2024
Q3 | $401K | Sell |
1,635
-100
| -6% | -$24.5K | 0.19% | 117 |
|
|
2024
Q2 | $452K | Hold |
1,735
| – | – | 0.23% | 108 |
|
|
2024
Q1 | $390K | Hold |
1,735
| – | – | 0.21% | 113 |
|
|
2023
Q4 | $303K | Buy |
+1,735
| New | +$303K | 0.17% | 120 |
|
|
2023
Q2 | – | Sell |
-883
| Closed | -$232K | – | 134 |
|
|
2023
Q1 | $232K | Sell |
883
-1,639
| -65% | -$431K | 0.15% | 114 |
|
|
2022
Q4 | $512K | Sell |
2,522
-594
| -19% | -$121K | 0.34% | 75 |
|
|
2022
Q3 | $577K | Buy |
3,116
+337
| +12% | +$62.4K | 0.4% | 67 |
|
|
2022
Q2 | $566K | Buy |
2,779
+641
| +30% | +$131K | 0.38% | 62 |
|
|
2022
Q1 | $577K | Buy |
2,138
+633
| +42% | +$171K | 0.32% | 66 |
|
|
2021
Q4 | $394K | Buy |
+1,505
| New | +$394K | 0.21% | 84 |
|