Trademark Financial Management’s VanEck Semiconductor ETF SMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-947
| Closed | -$229K | – | 98 |
|
|
2024
Q4 | $229K | Sell |
947
-1,443
| -60% | -$350K | 0.18% | 85 |
|
|
2024
Q3 | $587K | Sell |
2,390
-342
| -13% | -$84K | 0.47% | 46 |
|
|
2024
Q2 | $712K | Buy |
2,732
+91
| +3% | +$23.7K | 0.58% | 37 |
|
|
2024
Q1 | $594K | Buy |
2,641
+212
| +9% | +$47.7K | 0.49% | 48 |
|
|
2023
Q4 | $425K | Buy |
+2,429
| New | +$425K | 0.31% | 67 |
|