WP
WealthShield Partners’s VanEck Semiconductor ETF SMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-45
| Closed | -$10.9K | – | 548 |
|
|
2024
Q4 | $10.9K | Buy |
+45
| New | +$10.9K | ﹤0.01% | 443 |
|
|
2023
Q2 | – | Sell |
-200
| Closed | -$52.6K | – | 502 |
|
|
2023
Q1 | $52.6K | Buy |
+200
| New | +$52.6K | 0.01% | 372 |
|
|
2021
Q3 | – | Sell |
-73
| Closed | -$19K | – | 658 |
|
|
2021
Q2 | $19K | Sell |
73
-28,607
| -100% | -$7.45M | ﹤0.01% | 662 |
|
|
2021
Q1 | $6.99M | Buy |
28,680
+1,306
| +5% | +$318K | 1.26% | 19 |
|
|
2020
Q4 | $5.98M | Buy |
27,374
+27,349
| +109,396% | +$5.97M | 1.1% | 25 |
|
|
2020
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 368 |
|
|
2020
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 311 |
|
|
2020
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 252 |
|
|
2019
Q4 | $4K | Hold |
25
| – | – | ﹤0.01% | 262 |
|
|
2019
Q3 | $3K | Sell |
25
-225
| -90% | -$27K | ﹤0.01% | 250 |
|
|
2019
Q2 | $28K | Buy |
+250
| New | +$28K | 0.02% | 187 |
|