Beverly Hills Private Wealth’s Diodes DIOD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,380
Closed -$217K 340
2024
Q3
$217K Sell
3,380
-2,181
-39% -$140K 0.04% 314
2024
Q2
$400K Sell
5,561
-351
-6% -$25.2K 0.09% 220
2024
Q1
$417K Sell
5,912
-454
-7% -$32K 0.1% 227
2023
Q4
$513K Sell
6,366
-934
-13% -$75.2K 0.13% 163
2023
Q3
$576K Sell
7,300
-7,984
-52% -$629K 0.17% 134
2023
Q2
$1.32M Buy
15,284
+6,713
+78% +$578K 0.22% 106
2023
Q1
$795K Buy
8,571
+1,507
+21% +$140K 0.25% 100
2022
Q4
$538K Buy
+7,064
New +$538K 0.23% 104