BSW Wealth Partners’s Microvision MVIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $456K | Hold |
400,000
| – | – | 0.06% | 178 |
|
2025
Q1 | $496K | Hold |
400,000
| – | – | 0.08% | 155 |
|
2024
Q4 | $524K | Hold |
400,000
| – | – | 0.08% | 152 |
|
2024
Q3 | $456K | Buy |
400,000
+100,000
| +33% | +$114K | 0.07% | 162 |
|
2024
Q2 | $318K | Buy |
300,000
+100,000
| +50% | +$106K | 0.05% | 196 |
|
2024
Q1 | $368K | Buy |
200,000
+50,000
| +33% | +$92K | 0.06% | 180 |
|
2023
Q4 | $399K | Hold |
150,000
| – | – | 0.08% | 148 |
|
2023
Q3 | $329K | Hold |
150,000
| – | – | 0.07% | 161 |
|
2023
Q2 | $687K | Sell |
150,000
-50,000
| -25% | -$229K | 0.14% | 89 |
|
2023
Q1 | $534K | Buy |
200,000
+70,000
| +54% | +$187K | 0.11% | 129 |
|
2022
Q4 | $306K | Hold |
130,000
| – | – | 0.07% | 209 |
|
2022
Q3 | $469K | Hold |
130,000
| – | – | 0.12% | 124 |
|
2022
Q2 | $499K | Buy |
130,000
+25,000
| +24% | +$96K | 0.12% | 120 |
|
2022
Q1 | $490K | Buy |
105,000
+50,000
| +91% | +$233K | 0.12% | 126 |
|
2021
Q4 | $276K | Hold |
55,000
| – | – | 0.07% | 209 |
|
2021
Q3 | $608K | Hold |
55,000
| – | – | 0.17% | 83 |
|
2021
Q2 | $921K | Sell |
55,000
-5,000
| -8% | -$83.7K | 0.25% | 57 |
|
2021
Q1 | $1.11M | Sell |
60,000
-15,000
| -20% | -$278K | 0.32% | 36 |
|
2020
Q4 | $404K | Hold |
75,000
| – | – | 0.12% | 96 |
|
2020
Q3 | $146K | Sell |
75,000
-25,000
| -25% | -$48.7K | 0.05% | 149 |
|
2020
Q2 | $136K | Sell |
100,000
-50,000
| -33% | -$68K | 0.05% | 138 |
|
2020
Q1 | $26K | Hold |
150,000
| – | – | 0.01% | 111 |
|
2019
Q4 | $108K | Hold |
150,000
| – | – | 0.04% | 124 |
|
2019
Q3 | $89K | Buy |
150,000
+50,000
| +50% | +$29.7K | 0.03% | 114 |
|
2019
Q2 | $81K | Hold |
100,000
| – | – | 0.03% | 113 |
|
2019
Q1 | $97K | Buy |
+100,000
| New | +$97K | 0.04% | 95 |
|
2018
Q4 | – | Sell |
-90,000
| Closed | -$109K | – | 123 |
|
2018
Q3 | $109K | Buy |
90,000
+65,000
| +260% | +$78.7K | 0.04% | 135 |
|
2018
Q2 | $28K | Buy |
+25,000
| New | +$28K | 0.01% | 94 |
|