BSW Wealth Partners’s United Microelectronic UMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $271K | Sell |
35,482
-1,234
| -3% | -$9.44K | 0.04% | 259 |
|
2025
Q1 | $263K | Buy |
36,716
+23,648
| +181% | +$169K | 0.04% | 251 |
|
2024
Q4 | $84.8K | Sell |
13,068
-13,875
| -51% | -$90K | 0.01% | 305 |
|
2024
Q3 | $227K | Sell |
26,943
-9,352
| -26% | -$78.7K | 0.03% | 265 |
|
2024
Q2 | $318K | Sell |
36,295
-143
| -0.4% | -$1.25K | 0.05% | 197 |
|
2024
Q1 | $295K | Buy |
36,438
+10,757
| +42% | +$87K | 0.05% | 225 |
|
2023
Q4 | $217K | Buy |
25,681
+8,621
| +51% | +$72.9K | 0.04% | 250 |
|
2023
Q3 | $120K | Sell |
17,060
-11,956
| -41% | -$84.4K | 0.03% | 241 |
|
2023
Q2 | $229K | Buy |
29,016
+74
| +0.3% | +$584 | 0.05% | 233 |
|
2023
Q1 | $254K | Sell |
28,942
-1,054
| -4% | -$9.23K | 0.05% | 252 |
|
2022
Q4 | $196K | Buy |
29,996
+18,825
| +169% | +$123K | 0.04% | 285 |
|
2022
Q3 | $62K | Buy |
+11,171
| New | +$62K | 0.02% | 265 |
|
2020
Q3 | – | Sell |
-11,807
| Closed | -$31K | – | 164 |
|
2020
Q2 | $31K | Buy |
+11,807
| New | +$31K | 0.01% | 143 |
|