IWA
IBEX Wealth Advisors’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.64M | Buy |
29,323
+5,972
| +26% | +$1.35M | 0.71% | 51 |
|
|
2025
Q1 | $3.88M | Buy |
+23,351
| New | +$3.88M | 0.51% | 65 |
|
|
2024
Q3 | – | Sell |
-100
| Closed | -$17.4K | – | 259 |
|
|
2024
Q2 | $17.4K | Buy |
+100
| New | +$17.4K | ﹤0.01% | 203 |
|
|
2022
Q1 | – | Sell |
-39,074
| Closed | -$4.7M | – | 202 |
|
|
2021
Q4 | $4.7M | Buy |
39,074
+482
| +1% | +$58K | 0.83% | 39 |
|
|
2021
Q3 | $4.31M | Buy |
38,592
+1,551
| +4% | +$173K | 0.83% | 45 |
|
|
2021
Q2 | $4.45M | Buy |
37,041
+227
| +0.6% | +$27.3K | 0.89% | 42 |
|
|
2021
Q1 | $4.35M | Buy |
36,814
+1,890
| +5% | +$224K | 1.07% | 40 |
|
|
2020
Q4 | $3.81M | Buy |
+34,924
| New | +$3.81M | 0.99% | 44 |
|
|
2017
Q1 | – | Sell |
-110
| Closed | -$3K | – | 358 |
|
|
2016
Q4 | $3K | Buy |
+110
| New | +$3K | ﹤0.01% | 422 |
|