JWM
Jacobus Wealth Management’s Microchip Technology MCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $159K | Buy |
1,770
+165
| +10% | +$14.8K | 0.04% | 182 |
|
|
2017
Q2 | $124K | Hold |
1,605
| – | – | 0.03% | 197 |
|
|
2017
Q1 | $118K | Hold |
1,605
| – | – | 0.03% | 189 |
|
|
2016
Q4 | $103K | Buy |
+1,605
| New | +$103K | 0.03% | 200 |
|
|
2016
Q2 | – | Sell |
-4,575
| Closed | -$221K | – | 241 |
|
|
2016
Q1 | $221K | Sell |
4,575
-1,380
| -23% | -$66.7K | 0.06% | 193 |
|
|
2015
Q4 | $277K | Hold |
5,955
| – | – | 0.08% | 176 |
|
|
2015
Q3 | $257K | Buy |
5,955
+895
| +18% | +$38.6K | 0.07% | 183 |
|
|
2015
Q2 | $240K | Hold |
5,060
| – | – | 0.06% | 201 |
|
|
2015
Q1 | $247K | Sell |
5,060
-1,400
| -22% | -$68.3K | 0.06% | 191 |
|
|
2014
Q4 | $291K | Buy |
6,460
+1,400
| +28% | +$63.1K | 0.08% | 171 |
|
|
2014
Q3 | $239K | Hold |
5,060
| – | – | 0.07% | 190 |
|
|
2014
Q2 | $247K | Hold |
5,060
| – | – | 0.06% | 193 |
|
|
2014
Q1 | $242K | Buy |
5,060
+750
| +17% | +$35.9K | 0.06% | 203 |
|
|
2013
Q4 | $193K | Buy |
+4,310
| New | +$193K | 0.06% | 214 |
|