Ascent Group’s Super Micro Computer SMCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,890
Closed -$319K 541
2024
Q2
$319K Sell
3,890
-430
-10% -$35.2K 0.03% 414
2024
Q1
$436K Sell
4,320
-1,640
-28% -$166K 0.04% 379
2023
Q4
$461K Buy
+5,960
New +$461K 0.04% 360
2023
Q3
Sell
-6,270
Closed -$218K 491
2023
Q2
$218K Buy
+6,270
New +$218K 0.02% 431