J.P. Morgan Private Wealth Advisors’s Silicon Motion SIMO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-12,407
| Closed | -$892K | – | 1783 |
|
2023
Q2 | $892K | Sell |
12,407
-23,217
| -65% | -$1.67M | ﹤0.01% | 803 |
|
2023
Q1 | $2.33M | Sell |
35,624
-3,963
| -10% | -$260K | 0.01% | 823 |
|
2022
Q4 | $2.57M | Buy |
39,587
+1,226
| +3% | +$79.7K | 0.01% | 754 |
|
2022
Q3 | $2.5M | Sell |
38,361
-1,467
| -4% | -$95.6K | 0.01% | 768 |
|
2022
Q2 | $3.33M | Sell |
39,828
-8,163
| -17% | -$683K | 0.01% | 682 |
|
2022
Q1 | $3.21M | Sell |
47,991
-2,687
| -5% | -$180K | 0.01% | 741 |
|
2021
Q4 | $4.82M | Sell |
50,678
-3,704
| -7% | -$352K | 0.01% | 619 |
|
2021
Q3 | $3.75M | Buy |
54,382
+834
| +2% | +$57.5K | 0.01% | 670 |
|
2021
Q2 | $3.43M | Buy |
53,548
+81
| +0.2% | +$5.19K | 0.01% | 689 |
|
2021
Q1 | $3.18M | Buy |
53,467
+8,520
| +19% | +$506K | 0.01% | 623 |
|
2020
Q4 | $2.16M | Buy |
44,947
+3,861
| +9% | +$186K | 0.01% | 701 |
|
2020
Q3 | $1.55M | Buy |
41,086
+3,424
| +9% | +$129K | 0.01% | 728 |
|
2020
Q2 | $1.84M | Buy |
37,662
+20,346
| +117% | +$992K | 0.01% | 607 |
|
2020
Q1 | $635K | Buy |
17,316
+7,686
| +80% | +$282K | ﹤0.01% | 844 |
|
2019
Q4 | $488K | Buy |
9,630
+365
| +4% | +$18.5K | ﹤0.01% | 1063 |
|
2019
Q3 | $328K | Buy |
+9,265
| New | +$328K | ﹤0.01% | 1154 |
|
2019
Q1 | – | Sell |
-6,057
| Closed | -$209K | – | 1503 |
|
2018
Q4 | $209K | Buy |
6,057
+452
| +8% | +$15.6K | ﹤0.01% | 1327 |
|
2018
Q3 | $301K | Buy |
+5,605
| New | +$301K | ﹤0.01% | 1293 |
|