EverSource Wealth Advisors’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 | $161K | Buy |
21,111
+7,138
| +51% | +$54.6K | 0.01% | 956 |
|
|
2025
Q1 | $99.9K | Buy |
13,973
+3,249
| +30% | +$23.2K | 0.01% | 912 |
|
|
2024
Q4 | $69.6K | Sell |
10,724
-11,946
| -53% | -$77.5K | ﹤0.01% | 1040 |
|
|
2024
Q3 | $191K | Buy |
22,670
+1,506
| +7% | +$12.7K | 0.01% | 573 |
|
|
2024
Q2 | $177K | Buy |
21,164
+3,515
| +20% | +$29.4K | 0.01% | 600 |
|
|
2024
Q1 | $136K | Buy |
17,649
+3,628
| +26% | +$27.9K | 0.01% | 611 |
|
|
2023
Q4 | $119K | Buy |
14,021
+4,870
| +53% | +$41.2K | 0.01% | 581 |
|
|
2023
Q3 | $64.6K | Buy |
9,151
+1,514
| +20% | +$10.7K | 0.01% | 724 |
|
|
2023
Q2 | $60.3K | Sell |
7,637
-8,871
| -54% | -$70K | 0.01% | 762 |
|
|
2023
Q1 | $145K | Sell |
16,508
-1,225
| -7% | -$10.7K | 0.02% | 446 |
|
|
2022
Q4 | $116K | Buy |
17,733
+12,047
| +212% | +$78.7K | 0.02% | 461 |
|
|
2022
Q3 | $31K | Sell |
5,686
-2,719
| -32% | -$14.8K | 0.01% | 758 |
|
|
2022
Q2 | $58K | Buy |
8,405
+4,706
| +127% | +$32.5K | 0.02% | 580 |
|
|
2022
Q1 | $34K | Buy |
3,699
+1,853
| +100% | +$17K | 0.01% | 548 |
|
|
2021
Q4 | $22K | Buy |
+1,846
| New | +$22K | 0.01% | 646 |
|