AE Wealth Management’s Silicon Motion SIMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,293
| Closed | -$454K | – | 1840 |
|
|
2023
Q4 | $454K | Buy |
+7,293
| New | +$454K | ﹤0.01% | 1490 |
|
|
2022
Q1 | – | Sell |
-8,600
| Closed | -$817K | – | 1793 |
|
|
2021
Q4 | $817K | Buy |
8,600
+181
| +2% | +$17.2K | 0.01% | 1023 |
|
|
2021
Q3 | $581K | Buy |
+8,419
| New | +$581K | ﹤0.01% | 1114 |
|
|
2021
Q2 | – | Sell |
-8,579
| Closed | -$510K | – | 1643 |
|
|
2021
Q1 | $510K | Buy |
+8,579
| New | +$510K | 0.01% | 1017 |
|