Zimmermann Investment Management & Planning’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 | – | Sell |
-36,360
| Closed | -$8.92M | – | 116 |
|
|
2024
Q3 | $8.92M | Buy |
36,360
+710
| +2% | +$174K | 2.74% | 9 |
|
|
2024
Q2 | $9.29M | Buy |
35,650
+874
| +3% | +$228K | 3.1% | 6 |
|
|
2024
Q1 | $7.82M | Sell |
34,776
-136
| -0.4% | -$30.6K | 2.82% | 7 |
|
|
2023
Q4 | $6.11M | Buy |
34,912
+2,211
| +7% | +$387K | 2.5% | 12 |
|
|
2023
Q3 | $4.74M | Buy |
32,701
+5,432
| +20% | +$788K | 2.27% | 13 |
|
|
2023
Q2 | $4.15M | Buy |
27,269
+7,509
| +38% | +$1.14M | 1.93% | 17 |
|
|
2023
Q1 | $2.6M | Buy |
+19,760
| New | +$2.6M | 1.36% | 25 |
|