Tradewinds LLC’s VanEck Semiconductor ETF SMH Stock Holding History

Tradewinds LLC’s Portfolio SMH Stock Details SMH Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$357K	Buy
2025 Q3	$294K	Buy
2025 Q2	–	Sell
2025 Q1	$287K	Sell
2024 Q4	$592K	Sell
2024 Q3	$1.42M	Buy
2024 Q2	$1.39M	Buy
2024 Q1	$94.6M	Buy