Winch Advisory Services’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
Q2 | $779K | Buy |
2,794
+29
| +1% | +$8.09K | 0.19% | 54 |
|
|
2025
Q1 | $585K | Buy |
2,765
+106
| +4% | +$22.4K | 0.15% | 60 |
|
|
2024
Q4 | $644K | Buy |
2,659
+11
| +0.4% | +$2.66K | 0.17% | 58 |
|
|
2024
Q3 | $650K | Hold |
2,648
| – | – | 0.18% | 55 |
|
|
2024
Q2 | $690K | Buy |
2,648
+50
| +2% | +$13K | 0.2% | 52 |
|
|
2024
Q1 | $584K | Sell |
2,598
-35
| -1% | -$7.87K | 0.18% | 52 |
|
|
2023
Q4 | $460K | Sell |
2,633
-3
| -0.1% | -$525 | 0.15% | 58 |
|
|
2023
Q3 | $382K | Sell |
2,636
-148
| -5% | -$21.4K | 0.14% | 58 |
|
|
2023
Q2 | $424K | Hold |
2,784
| – | – | 0.15% | 56 |
|
|
2023
Q1 | $366K | Sell |
2,784
-12
| -0.4% | -$1.58K | 0.14% | 63 |
|
|
2022
Q4 | $284K | Sell |
2,796
-170
| -6% | -$17.3K | 0.12% | 69 |
|
|
2022
Q3 | $275K | Sell |
2,966
-60
| -2% | -$5.56K | 0.12% | 64 |
|
|
2022
Q2 | $308K | Buy |
3,026
+22
| +0.7% | +$2.24K | 0.13% | 61 |
|
|
2022
Q1 | $405K | Sell |
3,004
-258
| -8% | -$34.8K | 0.14% | 57 |
|
|
2021
Q4 | $503K | Buy |
3,262
+62
| +2% | +$9.56K | 0.17% | 55 |
|
|
2021
Q3 | $410K | Buy |
3,200
+8
| +0.3% | +$1.03K | 0.14% | 57 |
|
|
2021
Q2 | $419K | Buy |
3,192
+2,042
| +178% | +$268K | 0.15% | 56 |
|
|
2021
Q1 | $140K | Buy |
1,150
+1,076
| +1,454% | +$131K | 0.06% | 72 |
|
|
2020
Q4 | $8K | Hold |
74
| – | – | ﹤0.01% | 255 |
|
|
2020
Q3 | $6K | Buy |
+74
| New | +$6K | ﹤0.01% | 252 |
|
|
2018
Q3 | – | Sell |
-76
| Closed | -$4K | – | 344 |
|
|
2018
Q2 | $4K | Hold |
76
| – | – | ﹤0.01% | 251 |
|
|
2018
Q1 | $4K | Hold |
76
| – | – | ﹤0.01% | 234 |
|
|
2017
Q4 | $4K | Hold |
76
| – | – | ﹤0.01% | 231 |
|
|
2017
Q3 | $4K | Hold |
76
| – | – | ﹤0.01% | 222 |
|
|
2017
Q2 | $3K | Hold |
76
| – | – | ﹤0.01% | 245 |
|
|
2017
Q1 | $3K | Hold |
76
| – | – | ﹤0.01% | 228 |
|
|
2016
Q4 | $3K | Buy |
+76
| New | +$3K | ﹤0.01% | 213 |
|
|
2015
Q3 | – | Sell |
-132,684
| Closed | -$3.62M | – | 274 |
|
|
2015
Q2 | $3.62M | Buy |
+132,684
| New | +$3.62M | 1.98% | 16 |
|
|
2014
Q4 | – | Sell |
-83,700
| Closed | -$2.14M | – | 161 |
|
|
2014
Q3 | $2.14M | Buy |
83,700
+27,468
| +49% | +$702K | 1.37% | 23 |
|
|
2014
Q2 | $1.39M | Buy |
56,232
+9,282
| +20% | +$230K | 0.82% | 40 |
|
|
2014
Q1 | $1.07M | Buy |
+46,950
| New | +$1.07M | 0.68% | 38 |
|