JIR
James Investment Research’s Super Micro Computer SMCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,512
| Closed | -$714K | – | 330 |
|
|
2023
Q4 | $714K | Hold |
2,512
| – | – | 0.09% | 172 |
|
|
2023
Q3 | $689K | Sell |
2,512
-456
| -15% | -$125K | 0.09% | 162 |
|
|
2023
Q2 | $740K | Hold |
2,968
| – | – | 0.09% | 155 |
|
|
2023
Q1 | $316K | Sell |
2,968
-5,756
| -66% | -$613K | 0.04% | 226 |
|
|
2022
Q4 | $716K | Hold |
8,724
| – | – | 0.1% | 152 |
|
|
2022
Q3 | $480K | Sell |
8,724
-5,748
| -40% | -$316K | 0.07% | 178 |
|
|
2022
Q2 | $584K | Buy |
14,472
+2,486
| +21% | +$100K | 0.08% | 168 |
|
|
2022
Q1 | $456K | Buy |
11,986
+31
| +0.3% | +$1.18K | 0.05% | 210 |
|
|
2021
Q4 | $525K | Sell |
11,955
-10,500
| -47% | -$461K | 0.05% | 201 |
|
|
2021
Q3 | $821K | Hold |
22,455
| – | – | 0.08% | 167 |
|
|
2021
Q2 | $790K | Buy |
22,455
+4,400
| +24% | +$155K | 0.07% | 176 |
|
|
2021
Q1 | $705K | Sell |
18,055
-3,445
| -16% | -$135K | 0.06% | 174 |
|
|
2020
Q4 | $681K | Hold |
21,500
| – | – | 0.06% | 183 |
|
|
2020
Q3 | $568K | Buy |
+21,500
| New | +$568K | 0.05% | 190 |
|
|
2018
Q2 | – | Sell |
-97,300
| Closed | -$1.65M | – | 859 |
|
|
2018
Q1 | $1.65M | Buy |
+97,300
| New | +$1.65M | 0.06% | 414 |
|