AEPWM
Atlantic Edge Private Wealth Management’s Microchip Technology MCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,939
| Closed | -$1.68M | – | 501 |
|
|
2024
Q3 | $1.68M | Sell |
20,939
-4,104
| -16% | -$330K | 0.51% | 51 |
|
|
2024
Q2 | $2.29M | Buy |
25,043
+863
| +4% | +$79K | 0.77% | 29 |
|
|
2024
Q1 | $2.17M | Buy |
24,180
+1,460
| +6% | +$131K | 0.75% | 35 |
|
|
2023
Q4 | $2.05M | Buy |
+22,720
| New | +$2.05M | 0.83% | 31 |
|