Wellington Wealth Strategies’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
Q4
$200K Sell
795
-1,451
-65% -$366K 0.18% 66
2024
Q3
$543K Buy
+2,246
New +$543K 0.41% 45
2024
Q2
Sell
-2,409
Closed -$542K 156
2024
Q1
$542K Sell
2,409
-2,103
-47% -$473K 0.25% 82
2023
Q4
$789K Buy
+4,512
New +$789K 0.67% 36
2020
Q4
$789K Buy
+9,024
New +$789K 0.67% 36