Triumph Capital 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
Q2
$751K Sell
2,692
-889
-25% -$248K 0.23% 106
2025
Q1
$757K Sell
3,581
-701
-16% -$148K 0.25% 105
2024
Q4
$1.04M Buy
4,282
+823
+24% +$199K 0.35% 60
2024
Q3
$849K Buy
+3,459
New +$849K 0.3% 79
2023
Q1
Sell
-30,926
Closed -$3.14M 228
2022
Q4
$3.14M Buy
30,926
+2,224
+8% +$226K 1.68% 14
2022
Q3
$2.66M Buy
28,702
+6,216
+28% +$575K 1.45% 17
2022
Q2
$2.29M Buy
22,486
+6,844
+44% +$697K 1.21% 18
2022
Q1
$2.11M Buy
+15,642
New +$2.11M 0.91% 23