SP
SWS Partners’s VanEck Semiconductor ETF SMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Hold |
4,652
| – | – | 0.35% | 87 |
|
|
2025
Q1 | $984K | Hold |
4,652
| – | – | 0.32% | 87 |
|
|
2024
Q4 | $1.13M | Buy |
4,652
+1,090
| +31% | +$264K | 0.34% | 89 |
|
|
2024
Q3 | $874K | Sell |
3,562
-668
| -16% | -$164K | 0.28% | 94 |
|
|
2024
Q2 | $1.1M | Sell |
4,230
-488
| -10% | -$127K | 0.33% | 86 |
|
|
2024
Q1 | $1.06M | Buy |
4,718
+1,157
| +32% | +$260K | 0.32% | 85 |
|
|
2023
Q4 | $623K | Buy |
3,561
+21
| +0.6% | +$3.67K | 0.2% | 97 |
|
|
2023
Q3 | $513K | Hold |
3,540
| – | – | 0.19% | 98 |
|
|
2023
Q2 | $539K | Buy |
3,540
+1,193
| +51% | +$182K | 0.19% | 97 |
|
|
2023
Q1 | $618K | Buy |
+2,347
| New | +$618K | 0.23% | 99 |
|
|
2022
Q4 | – | Sell |
-1,749
| Closed | -$324K | – | 99 |
|
|
2022
Q3 | $324K | Buy |
+1,749
| New | +$324K | 0.15% | 97 |
|