Concentrum Wealth Management SMH Holdings History
Concentrum Wealth Management's VanEck Vectors Semiconductor ETF Holding Summary
As of 2025-03-31, Concentrum Wealth Management held 13,842.00 shares of VanEck Vectors Semiconductor ETF(SMH), totaling $2.93 Mil. This investment constitutes 1.08% of their stock portfolio, and Concentrum Wealth Management now holds 0.02% of the outstanding VanEck Vectors Semiconductor ETF(SMH) stock.
The initial trade took place in 2022Q3. And since then Concentrum Wealth Management has made 7 purchases of SMH, at an average price of $180.99, for a total of 21,604.00 shares. In addition, there have been 3 sales at an average price of $112.91 for 7,762.00 shares. Based on historical transaction data and SMH's current price of $283.62, Concentrum Wealth Management's estimated gain on his SMH holdings is $892,207.17, reflecting a 22.82% gain to date.
Concentrum Wealth Management SMH ($283.62) Holding Chart
Concentrum Wealth Management SMH ($283.62) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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