Financial Architects (New Jersey)’s Silicon Motion SIMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-500
| Closed | -$24K | – | 675 |
|
|
2020
Q2 | $24K | Hold |
500
| – | – | 0.01% | 518 |
|
|
2020
Q1 | $18K | Sell |
500
-200
| -29% | -$7.2K | ﹤0.01% | 535 |
|
|
2019
Q4 | $35K | Hold |
700
| – | – | 0.01% | 476 |
|
|
2019
Q3 | $25K | Hold |
700
| – | – | 0.01% | 547 |
|
|
2019
Q2 | $31K | Hold |
700
| – | – | 0.01% | 532 |
|
|
2019
Q1 | $28K | Hold |
700
| – | – | ﹤0.01% | 697 |
|
|
2018
Q4 | $24K | Hold |
700
| – | – | ﹤0.01% | 684 |
|
|
2018
Q3 | $38K | Sell |
700
-200
| -22% | -$10.9K | 0.01% | 621 |
|
|
2018
Q2 | $48K | Hold |
900
| – | – | 0.01% | 583 |
|
|
2018
Q1 | $43K | Sell |
900
-1,000
| -53% | -$47.8K | 0.01% | 577 |
|
|
2017
Q4 | $101K | Hold |
1,900
| – | – | 0.02% | 434 |
|
|
2017
Q3 | $91K | Buy |
1,900
+800
| +73% | +$38.3K | 0.02% | 466 |
|
|
2017
Q2 | $53K | Sell |
1,100
-25
| -2% | -$1.21K | 0.01% | 578 |
|
|
2017
Q1 | $53K | Buy |
1,125
+25
| +2% | +$1.18K | 0.01% | 579 |
|
|
2016
Q4 | $47K | Hold |
1,100
| – | – | 0.01% | 576 |
|
|
2016
Q3 | $57K | Buy |
1,100
+100
| +10% | +$5.18K | 0.02% | 537 |
|
|
2016
Q2 | $48K | Buy |
+1,000
| New | +$48K | 0.01% | 541 |
|