Williams Jones Wealth 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
Q1 | – | Sell |
-5,770
| Closed | -$1.4M | – | 517 |
|
|
2024
Q4 | $1.4M | Sell |
5,770
-30
| -0.5% | -$7.27K | 0.02% | 215 |
|
|
2024
Q3 | $1.42M | Sell |
5,800
-114
| -2% | -$28K | 0.02% | 226 |
|
|
2024
Q2 | $1.54M | Buy |
5,914
+150
| +3% | +$39.1K | 0.02% | 217 |
|
|
2024
Q1 | $1.3M | Buy |
+5,764
| New | +$1.3M | 0.02% | 238 |
|
|
2020
Q1 | – | Sell |
-2,900
| Closed | -$205K | – | 427 |
|
|
2019
Q4 | $205K | Buy |
+2,900
| New | +$205K | ﹤0.01% | 410 |
|