Alera Investment Advisors’s United Microelectronic UMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $128K | Sell |
15,253
-1,237
| -8% | -$10.4K | 0.02% | 284 |
|
2024
Q2 | $144K | Buy |
16,490
+546
| +3% | +$4.78K | 0.02% | 268 |
|
2024
Q1 | $129K | Sell |
15,944
-73
| -0.5% | -$591 | 0.02% | 164 |
|
2023
Q4 | $136K | Buy |
16,017
+261
| +2% | +$2.21K | 0.02% | 160 |
|
2023
Q3 | $111K | Buy |
15,756
+101
| +0.6% | +$713 | 0.02% | 152 |
|
2023
Q2 | $124K | Sell |
15,655
-38
| -0.2% | -$300 | 0.03% | 165 |
|
2023
Q1 | $137K | Sell |
15,693
-331
| -2% | -$2.9K | 0.03% | 162 |
|
2022
Q4 | $105K | Buy |
16,024
+1,374
| +9% | +$8.97K | 0.02% | 169 |
|
2022
Q3 | $82K | Buy |
14,650
+1,628
| +13% | +$9.11K | 0.02% | 166 |
|
2022
Q2 | $88K | Sell |
13,022
-866
| -6% | -$5.85K | 0.02% | 177 |
|
2022
Q1 | $127K | Buy |
+13,888
| New | +$127K | 0.03% | 179 |
|
2019
Q4 | – | Sell |
-10,701
| Closed | -$22K | – | 77 |
|
2019
Q3 | $22K | Hold |
10,701
| – | – | 0.01% | 76 |
|
2019
Q2 | $24K | Hold |
10,701
| – | – | 0.01% | 72 |
|
2019
Q1 | $20K | Buy |
10,701
+4,142
| +63% | +$7.74K | 0.01% | 301 |
|
2018
Q4 | $12K | Buy |
+6,559
| New | +$12K | 0.01% | 393 |
|