Heritage Oak Wealth Advisors’s TSMC TSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,932
Closed -$336K 174
2024
Q3
$336K Sell
1,932
-74
-4% -$12.9K 0.15% 98
2024
Q2
$349K Buy
+2,006
New +$349K 0.18% 76