Mission 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-2,900
| Closed | -$208K | – | 542 |
|
2023
Q2 | $208K | Buy |
+2,900
| New | +$208K | 0.01% | 494 |
|
2022
Q4 | – | Sell |
-3,400
| Closed | -$222K | – | 513 |
|
2022
Q3 | $222K | Hold |
3,400
| – | – | 0.01% | 432 |
|
2022
Q2 | $285K | Buy |
3,400
+350
| +11% | +$29.3K | 0.02% | 388 |
|
2022
Q1 | $204K | Buy |
3,050
+150
| +5% | +$10K | 0.01% | 469 |
|
2021
Q4 | $276K | Hold |
2,900
| – | – | 0.01% | 431 |
|
2021
Q3 | $200K | Buy |
+2,900
| New | +$200K | 0.01% | 468 |
|