Wealthspire Advisors (Maryland)’s VanEck Semiconductor ETF SMH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-2,312
Closed -$123K 1802
2019
Q1
$123K Sell
2,312
-142
-6% -$7.55K 0.01% 569
2018
Q4
$107K Sell
2,454
-30
-1% -$1.31K 0.01% 584
2018
Q3
$132K Sell
2,484
-52
-2% -$2.76K 0.01% 580
2018
Q2
$130K Sell
2,536
-654
-21% -$33.5K 0.01% 599
2018
Q1
$166K Sell
3,190
-444
-12% -$23.1K 0.02% 531
2017
Q4
$178K Sell
3,634
-1,172
-24% -$57.4K 0.02% 529
2017
Q3
$224K Sell
4,806
-2,814
-37% -$131K 0.02% 439
2017
Q2
$312K Sell
7,620
-4,182
-35% -$171K 0.04% 336
2017
Q1
$470K Buy
+11,802
New +$470K 0.07% 197