Transform Wealth’s VanEck Semiconductor ETF SMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,336
| Closed | -$758K | – | 248 |
|
|
2023
Q4 | $758K | Sell |
4,336
-280
| -6% | -$49K | 0.07% | 142 |
|
|
2023
Q3 | $669K | Buy |
+4,616
| New | +$669K | 0.07% | 148 |
|
|
2022
Q2 | – | Sell |
-9,450
| Closed | -$1.28M | – | 223 |
|
|
2022
Q1 | $1.28M | Sell |
9,450
-244
| -3% | -$32.9K | 0.14% | 99 |
|
|
2021
Q4 | $1.5M | Sell |
9,694
-290
| -3% | -$44.8K | 0.16% | 94 |
|
|
2021
Q3 | $1.28M | Buy |
9,984
+5,034
| +102% | +$645K | 0.15% | 101 |
|
|
2021
Q2 | $649K | Sell |
4,950
-7,138
| -59% | -$936K | 0.08% | 157 |
|
|
2021
Q1 | $1.47M | Sell |
12,088
-160
| -1% | -$19.5K | 0.3% | 81 |
|
|
2020
Q4 | $1.34M | Sell |
12,248
-246
| -2% | -$26.9K | 0.28% | 86 |
|
|
2020
Q3 | $1.09M | Buy |
+12,494
| New | +$1.09M | 0.18% | 98 |
|
|
2020
Q1 | – | Sell |
-15,476
| Closed | -$1.09M | – | 233 |
|
|
2019
Q4 | $1.09M | Buy |
+15,476
| New | +$1.09M | 0.17% | 114 |
|