Liberty Wealth Management’s Silicon Motion SIMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-776
| Closed | -$53K | – | 942 |
|
|
2021
Q3 | $53K | Buy |
776
+366
| +89% | +$25K | 0.02% | 412 |
|
|
2021
Q2 | $26K | Sell |
410
-385
| -48% | -$24.4K | 0.01% | 455 |
|
|
2021
Q1 | $40K | Hold |
795
| – | – | 0.02% | 328 |
|
|
2020
Q4 | $40K | Sell |
795
-7
| -0.9% | -$352 | 0.02% | 324 |
|
|
2020
Q3 | $30K | Buy |
802
+500
| +166% | +$18.7K | 0.02% | 331 |
|
|
2020
Q2 | $15K | Buy |
302
+140
| +86% | +$6.95K | 0.01% | 425 |
|
|
2020
Q1 | $6K | Hold |
162
| – | – | 0.01% | 557 |
|
|
2019
Q4 | $8K | Buy |
162
+30
| +23% | +$1.48K | 0.01% | 595 |
|
|
2019
Q3 | $5K | Buy |
132
+1
| +0.8% | +$38 | ﹤0.01% | 644 |
|
|
2019
Q2 | $6K | Buy |
131
+1
| +0.8% | +$46 | 0.01% | 635 |
|
|
2019
Q1 | $5K | Hold |
130
| – | – | ﹤0.01% | 546 |
|
|
2018
Q4 | $4K | Buy |
+130
| New | +$4K | ﹤0.01% | 604 |
|