Crescent Sterling’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
Q3
Sell
-8,100
Closed -$664K 81
2024
Q2
$664K Sell
8,100
-1,700
-17% -$139K 0.64% 46
2024
Q1
$990K Sell
9,800
-5,490
-36% -$555K 0.9% 34
2023
Q4
$435K Sell
15,290
-490
-3% -$13.9K 0.43% 52
2023
Q3
$433K Sell
15,780
-3,490
-18% -$95.7K 0.46% 49
2023
Q2
$480K Sell
19,270
-7,720
-29% -$192K 0.46% 53
2023
Q1
$288K Buy
+26,990
New +$288K 0.28% 62