Kingswood Wealth Advisors’s Microchip Technology MCHP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,655
Closed -$243K 716
2024
Q2
$243K Buy
+2,655
New +$243K 0.02% 583
2024
Q1
Sell
-2,432
Closed -$219K 665
2023
Q4
$219K Sell
2,432
-2,106
-46% -$190K 0.02% 556
2023
Q3
$354K Buy
+4,538
New +$354K 0.06% 305