KWA
KCS Wealth Advisory’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.39M | Sell |
27,531
-1,080
| -4% | -$93.9K | 1.02% | 29 |
|
|
2023
Q2 | $2.89M | Sell |
28,611
-3,618
| -11% | -$365K | 1% | 29 |
|
|
2023
Q1 | $3M | Sell |
32,229
-294
| -0.9% | -$27.3K | 1.13% | 25 |
|
|
2022
Q4 | $2.42M | Buy |
32,523
+1,320
| +4% | +$98.3K | 1.01% | 35 |
|
|
2022
Q3 | $2.14M | Buy |
31,203
+3,262
| +12% | +$224K | 0.99% | 35 |
|
|
2022
Q2 | $2.28M | Buy |
27,941
+1,857
| +7% | +$152K | 1.02% | 29 |
|
|
2022
Q1 | $2.72M | Buy |
26,084
+626
| +2% | +$65.3K | 1.26% | 23 |
|
|
2021
Q4 | $3.06M | Buy |
25,458
+187
| +0.7% | +$22.5K | 1.23% | 19 |
|
|
2021
Q3 | $2.82M | Sell |
25,271
-242
| -0.9% | -$27K | 1.33% | 17 |
|
|
2021
Q2 | $3.07M | Sell |
25,513
-964
| -4% | -$116K | 1.44% | 14 |
|
|
2021
Q1 | $3.13M | Sell |
26,477
-866
| -3% | -$102K | 1.62% | 10 |
|
|
2020
Q4 | $2.98M | Sell |
27,343
-328
| -1% | -$35.8K | 1.97% | 7 |
|
|
2020
Q3 | $2.24M | Sell |
27,671
-778
| -3% | -$63.1K | 1.79% | 8 |
|
|
2020
Q2 | $1.62M | Buy |
28,449
+365
| +1% | +$20.7K | 1.34% | 20 |
|
|
2020
Q1 | $1.34M | Sell |
28,084
-1,622
| -5% | -$77.5K | 1.36% | 13 |
|
|
2019
Q4 | $1.73M | Buy |
29,706
+335
| +1% | +$19.5K | 1.29% | 11 |
|
|
2019
Q3 | $1.37M | Sell |
29,371
-280
| -0.9% | -$13K | 0.94% | 20 |
|
|
2019
Q2 | $1.16M | Buy |
29,651
+457
| +2% | +$17.9K | 0.92% | 25 |
|
|
2019
Q1 | $1.2M | Buy |
29,194
+653
| +2% | +$26.8K | 1.04% | 18 |
|
|
2018
Q4 | $1.05M | Buy |
28,541
+680
| +2% | +$25.1K | 1.11% | 19 |
|
|
2018
Q3 | $1.23M | Buy |
27,861
+1,608
| +6% | +$71K | 1.14% | 17 |
|
|
2018
Q2 | $960K | Buy |
26,253
+1,296
| +5% | +$47.4K | 0.89% | 27 |
|
|
2018
Q1 | $1.09M | Buy |
24,957
+1,062
| +4% | +$46.5K | 0.99% | 17 |
|
|
2017
Q4 | $947K | Buy |
+23,895
| New | +$947K | 0.92% | 23 |
|