WAS
WESPAC Advisors SoCal’s VanEck Semiconductor ETF SMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4M | Sell |
65,820
-900
| -1% | -$251K | 4.1% | 2 |
|
|
2025
Q1 | $14.1M | Sell |
66,720
-9,477
| -12% | -$2M | 3.68% | 5 |
|
|
2024
Q4 | $18.5M | Buy |
76,197
+4,946
| +7% | +$1.2M | 4.17% | 3 |
|
|
2024
Q3 | $17.5M | Buy |
71,251
+74
| +0.1% | +$18.2K | 4.05% | 4 |
|
|
2024
Q2 | $18.6M | Sell |
71,177
-64
| -0.1% | -$16.7K | 4.66% | 3 |
|
|
2024
Q1 | $16M | Buy |
71,241
+8,338
| +13% | +$1.88M | 4.19% | 6 |
|
|
2023
Q4 | $11M | Buy |
+62,903
| New | +$11M | 3.2% | 8 |
|