IFP Advisors’s Silicon Motion SIMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-461
| Closed | -$23K | – | 4280 |
|
|
2022
Q4 | $23K | Sell |
461
-300
| -39% | -$15K | ﹤0.01% | 2792 |
|
|
2022
Q3 | $55K | Sell |
761
-29
| -4% | -$2.1K | ﹤0.01% | 2297 |
|
|
2022
Q2 | $56K | Hold |
790
| – | – | ﹤0.01% | 2085 |
|
|
2022
Q1 | $56K | Buy |
790
+667
| +542% | +$47.3K | ﹤0.01% | 2085 |
|
|
2021
Q4 | $12K | Buy |
123
+23
| +23% | +$2.24K | ﹤0.01% | 2125 |
|
|
2021
Q3 | $7K | Buy |
100
+20
| +25% | +$1.4K | ﹤0.01% | 2378 |
|
|
2021
Q2 | $5K | Hold |
80
| – | – | ﹤0.01% | 2477 |
|
|
2021
Q1 | $5K | Sell |
80
-83
| -51% | -$5.19K | ﹤0.01% | 2408 |
|
|
2020
Q4 | $8K | Hold |
163
| – | – | ﹤0.01% | 2153 |
|
|
2020
Q3 | $6K | Hold |
163
| – | – | ﹤0.01% | 2108 |
|
|
2020
Q2 | $8K | Sell |
163
-19
| -10% | -$933 | ﹤0.01% | 1901 |
|
|
2020
Q1 | $7K | Sell |
182
-41
| -18% | -$1.58K | ﹤0.01% | 1922 |
|
|
2019
Q4 | $11K | Sell |
223
-20
| -8% | -$987 | ﹤0.01% | 1882 |
|
|
2019
Q3 | $9K | Buy |
+243
| New | +$9K | ﹤0.01% | 2132 |
|
|
2019
Q1 | – | Sell |
-192
| Closed | -$7K | – | 3246 |
|
|
2018
Q4 | $7K | Sell |
192
-30
| -14% | -$1.09K | ﹤0.01% | 2655 |
|
|
2018
Q3 | $12K | Hold |
222
| – | – | ﹤0.01% | 2726 |
|
|
2018
Q2 | $12K | Buy |
222
+72
| +48% | +$3.89K | ﹤0.01% | 2751 |
|
|
2018
Q1 | $8K | Hold |
150
| – | – | ﹤0.01% | 2944 |
|
|
2017
Q4 | $8K | Buy |
150
+100
| +200% | +$5.33K | ﹤0.01% | 2941 |
|
|
2017
Q3 | $2K | Sell |
50
-264
| -84% | -$10.6K | ﹤0.01% | 3746 |
|
|
2017
Q2 | $15K | Buy |
+314
| New | +$15K | ﹤0.01% | 2735 |
|
|
2016
Q4 | – | Sell |
-91
| Closed | -$5K | – | 4088 |
|
|
2016
Q3 | $5K | Sell |
91
-450
| -83% | -$24.7K | ﹤0.01% | 3235 |
|
|
2016
Q2 | $26K | Buy |
+541
| New | +$26K | ﹤0.01% | 2170 |
|
|
2016
Q1 | – | Sell |
-991
| Closed | -$31K | – | 3283 |
|
|
2015
Q4 | $31K | Buy |
+991
| New | +$31K | ﹤0.01% | 1883 |
|