Congress Wealth Management’s Diodes DIOD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-131,473
| Closed | -$10.6M | – | 592 |
|
|
2023
Q4 | $10.6M | Sell |
131,473
-537
| -0.4% | -$43.2K | 0.19% | 150 |
|
|
2023
Q3 | $10.4M | Buy |
132,010
+2,024
| +2% | +$160K | 0.22% | 138 |
|
|
2023
Q2 | $12M | Sell |
129,986
-1,280
| -1% | -$118K | 0.28% | 111 |
|
|
2023
Q1 | $12.2M | Sell |
131,266
-32,861
| -20% | -$3.05M | 0.29% | 97 |
|
|
2022
Q4 | $12.5M | Sell |
164,127
-4,720
| -3% | -$359K | 0.32% | 79 |
|
|
2022
Q3 | $11M | Buy |
168,847
+3,010
| +2% | +$195K | 0.3% | 91 |
|
|
2022
Q2 | $10.7M | Sell |
165,837
-1,886
| -1% | -$122K | 0.27% | 98 |
|
|
2022
Q1 | $14.6M | Buy |
167,723
+519
| +0.3% | +$45.1K | 0.32% | 75 |
|
|
2021
Q4 | $18.4M | Buy |
+167,204
| New | +$18.4M | 0.37% | 69 |
|