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Thompson Davis & Co’s VanEck Semiconductor ETF SMH Stock Holding History

Thompson Davis & Co’s Portfolio SMH Stock Details SMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,603
Closed -$630K – 151
2024
Q4 		$630K Sell
2,603
-502
-16% -$122K 0.41% 36
2024
Q3 		$762K Buy
+3,105
New +$762K 0.56% 29