Bernardo Wealth Planning’s Microchip Technology MCHP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-6,388
Closed -$441K 116
2020
Q4
$441K Sell
6,388
-160
-2% -$11K 0.17% 107
2020
Q3
$336K Buy
6,548
+176
+3% +$9.03K 0.15% 115
2020
Q2
$335K Sell
6,372
-218
-3% -$11.5K 0.18% 105
2020
Q1
$223K Buy
6,590
+158
+2% +$5.35K 0.15% 120
2019
Q4
$336K Hold
6,432
0.2% 115
2019
Q3
$298K Sell
6,432
-222
-3% -$10.3K 0.22% 116
2019
Q2
$288K Buy
6,654
+188
+3% +$8.14K 0.23% 111
2019
Q1
$268K Sell
6,466
-118
-2% -$4.89K 0.21% 114
2018
Q4
$237K Buy
+6,584
New +$237K 0.21% 113