BWG
Beta Wealth Group’s Microchip Technology MCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,115
| Closed | -$571K | – | 112 |
|
|
2024
Q3 | $571K | Buy |
7,115
+804
| +13% | +$64.6K | 0.26% | 65 |
|
|
2024
Q2 | $577K | Buy |
6,311
+203
| +3% | +$18.6K | 0.27% | 59 |
|
|
2024
Q1 | $548K | Buy |
6,108
+302
| +5% | +$27.1K | 0.27% | 60 |
|
|
2023
Q4 | $524K | Sell |
5,806
-797
| -12% | -$71.9K | 0.27% | 59 |
|
|
2023
Q3 | $515K | Buy |
6,603
+203
| +3% | +$15.8K | 0.3% | 60 |
|
|
2023
Q2 | $573K | Buy |
6,400
+1,100
| +21% | +$98.5K | 0.33% | 54 |
|
|
2023
Q1 | $444K | Buy |
5,300
+600
| +13% | +$50.3K | 0.25% | 63 |
|
|
2022
Q4 | $330K | Buy |
4,700
+300
| +7% | +$21.1K | 0.22% | 75 |
|
|
2022
Q3 | $269K | Buy |
4,400
+200
| +5% | +$12.2K | 0.19% | 75 |
|
|
2022
Q2 | $244K | Buy |
4,200
+300
| +8% | +$17.4K | 0.16% | 74 |
|
|
2022
Q1 | $293K | Buy |
+3,900
| New | +$293K | 0.2% | 71 |
|