FVWA
Foster Victor Wealth Advisors’s Super Micro Computer SMCI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-9,136
| Closed | -$8.01M | – | 199 |
|
2024
Q2 | $8.01M | Buy |
9,136
+1,448
| +19% | +$1.27M | 0.67% | 59 |
|
2024
Q1 | $7.21M | Sell |
7,688
-19,115
| -71% | -$17.9M | 0.66% | 63 |
|
2023
Q4 | $8.58M | Buy |
26,803
+6,856
| +34% | +$2.2M | 0.88% | 54 |
|
2023
Q3 | $5.78M | Buy |
+19,947
| New | +$5.78M | 0.67% | 59 |
|