MGWM
Marks Group Wealth Management’s Microchip Technology MCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,929
| Closed | -$235K | – | 294 |
|
|
2024
Q3 | $235K | Hold |
2,929
| – | – | 0.02% | 281 |
|
|
2024
Q2 | $268K | Sell |
2,929
-174
| -6% | -$15.9K | 0.03% | 268 |
|
|
2024
Q1 | $278K | Buy |
3,103
+421
| +16% | +$37.8K | 0.03% | 268 |
|
|
2023
Q4 | $242K | Buy |
2,682
+43
| +2% | +$3.88K | 0.03% | 276 |
|
|
2023
Q3 | $206K | Hold |
2,639
| – | – | 0.03% | 269 |
|
|
2023
Q2 | $236K | Hold |
2,639
| – | – | 0.03% | 263 |
|
|
2023
Q1 | $221K | Buy |
+2,639
| New | +$221K | 0.03% | 264 |
|
|
2022
Q2 | – | Sell |
-2,973
| Closed | -$223K | – | 303 |
|
|
2022
Q1 | $223K | Sell |
2,973
-3
| -0.1% | -$225 | 0.03% | 287 |
|
|
2021
Q4 | $259K | Buy |
2,976
+1,431
| +93% | +$125K | 0.03% | 282 |
|
|
2021
Q3 | $237K | Sell |
1,545
-84
| -5% | -$12.9K | 0.03% | 265 |
|
|
2021
Q2 | $244K | Sell |
1,629
-66
| -4% | -$9.89K | 0.03% | 235 |
|
|
2021
Q1 | $263K | Sell |
1,695
-77
| -4% | -$11.9K | 0.04% | 221 |
|
|
2020
Q4 | $245K | Buy |
+1,772
| New | +$245K | 0.04% | 229 |
|
|
2020
Q3 | – | Sell |
-1,988
| Closed | -$209K | – | 249 |
|
|
2020
Q2 | $209K | Buy |
+1,988
| New | +$209K | 0.04% | 221 |
|
|
2020
Q1 | – | Sell |
-1,947
| Closed | -$203K | – | 238 |
|
|
2019
Q4 | $203K | Buy |
+1,947
| New | +$203K | 0.04% | 228 |
|