Morgens Waterfall Vintiadis & Co’s Microchip Technology MCHP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-39,200	Closed	-$2.75M	–	41
2022 Q4	$2.75M	Buy	39,200 +22,000	+128%	+$1.55M	2.39%	19
2022 Q3	$1.05M	Buy	+17,200	New	+$1.05M	1.15%	25
2021 Q2	–	Sell	-55,100	Closed	-$4.28M	–	36
2021 Q1	$4.28M	Buy	+55,100	New	+$4.28M	2.38%	17