Winslow Evans & Crocker’s VanEck Semiconductor ETF SMH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $482K | Buy |
4,418
+778
| +21% | +$84.9K | 0.09% | 206 |
|
2020
Q3 | $317K | Hold |
3,640
| – | – | 0.08% | 224 |
|
2020
Q2 | $278K | Sell |
3,640
-180
| -5% | -$13.7K | 0.07% | 236 |
|
2020
Q1 | $224K | Hold |
3,820
| – | – | 0.07% | 226 |
|
2019
Q4 | $272K | Sell |
3,820
-40
| -1% | -$2.85K | 0.07% | 245 |
|
2019
Q3 | $230K | Buy |
3,860
+1,508
| +64% | +$89.9K | 0.06% | 268 |
|
2019
Q2 | $130K | Buy |
2,352
+60
| +3% | +$3.32K | 0.04% | 351 |
|
2019
Q1 | $122K | Sell |
2,292
-740
| -24% | -$39.4K | 0.03% | 351 |
|
2018
Q4 | $134K | Hold |
3,032
| – | – | 0.05% | 308 |
|
2018
Q3 | $162K | Sell |
3,032
-400
| -12% | -$21.4K | 0.05% | 290 |
|
2018
Q2 | $178K | Sell |
3,432
-68
| -2% | -$3.53K | 0.06% | 277 |
|
2018
Q1 | $182K | Buy |
3,500
+200
| +6% | +$10.4K | 0.06% | 268 |
|
2017
Q4 | $161K | Buy |
3,300
+2,400
| +267% | +$117K | 0.05% | 293 |
|
2017
Q3 | $42K | Buy |
+900
| New | +$42K | 0.01% | 517 |
|