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Thiel Macro’s VanEck Semiconductor ETF SMH Stock Holding History

Thiel Macro’s Portfolio SMH Stock Details SMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		– Hold
0
– – – 4
2019
Q3 		– Hold
0
– – – 10
2019
Q2 		– Hold
0
– – – 11
2019
Q1 		– Hold
0
– – – 12