SWM
Strategic Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-39,597
| Closed | -$3.16M | – | 18 |
|
|
2017
Q1 | $3.16M | Sell |
39,597
-522
| -1% | -$41.6K | 4.29% | 11 |
|
|
2016
Q4 | $2.87M | Buy |
+40,119
| New | +$2.87M | 2.95% | 15 |
|
|
2015
Q3 | – | Sell |
-109,115
| Closed | -$5.95M | – | 32 |
|
|
2015
Q2 | $5.95M | Sell |
109,115
-4,345
| -4% | -$237K | 6.89% | 2 |
|
|
2015
Q1 | $6.27M | Buy |
+113,460
| New | +$6.27M | 6.25% | 5 |
|