HWAM
Hennion & Walsh Asset Management’s Super Micro Computer SMCI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-8,462
| Closed | -$2.32M | – | 865 |
|
2023
Q3 | $2.32M | Sell |
8,462
-303
| -3% | -$83.1K | 0.15% | 184 |
|
2023
Q2 | $2.19M | Sell |
8,765
-473
| -5% | -$118K | 0.13% | 196 |
|
2023
Q1 | $984K | Sell |
9,238
-39
| -0.4% | -$4.15K | 0.06% | 363 |
|
2022
Q4 | $762K | Sell |
9,277
-114
| -1% | -$9.36K | 0.05% | 399 |
|
2022
Q3 | $517K | Sell |
9,391
-209
| -2% | -$11.5K | 0.03% | 473 |
|
2022
Q2 | $387K | Buy |
9,600
+522
| +6% | +$21K | 0.02% | 546 |
|
2022
Q1 | $346K | Buy |
9,078
+789
| +10% | +$30.1K | 0.02% | 609 |
|
2021
Q4 | $364K | Buy |
+8,289
| New | +$364K | 0.02% | 604 |
|