Connecticut Wealth Management’s Super Micro Computer SMCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-18,610
Closed -$775K 305
2024
Q3
$775K Sell
18,610
-150
-0.8% -$6.25K 0.04% 181
2024
Q2
$1.54M Buy
18,760
+300
+2% +$24.6K 0.08% 113
2024
Q1
$1.86M Sell
18,460
-1,540
-8% -$156K 0.1% 97
2023
Q4
$569K Buy
+20,000
New +$569K 0.03% 197