EWA
EP Wealth Advisors’s Silicon Motion SIMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,786
| Closed | -$257K | – | 297 |
|
|
2018
Q3 | $257K | Buy |
4,786
+385
| +9% | +$20.7K | 0.02% | 236 |
|
|
2018
Q2 | $233K | Hold |
4,401
| – | – | 0.02% | 166 |
|
|
2018
Q1 | $212K | Hold |
4,401
| – | – | 0.02% | 197 |
|
|
2017
Q4 | $233K | Buy |
+4,401
| New | +$233K | 0.02% | 174 |
|