Mosaic Family Wealth’s Microchip Technology MCHP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-1,786
Closed -$74K 429
2019
Q1
$74K Sell
1,786
-400
-18% -$16.6K 0.03% 269
2018
Q4
$79K Hold
2,186
0.03% 258
2018
Q3
$77K Buy
2,186
+800
+58% +$28.2K 0.03% 266
2018
Q2
$63K Hold
1,386
0.02% 278
2018
Q1
$63K Sell
1,386
-600
-30% -$27.3K 0.02% 279
2017
Q4
$87K Sell
1,986
-11,000
-85% -$482K 0.03% 255
2017
Q3
$583K Buy
12,986
+600
+5% +$26.9K 0.23% 80
2017
Q2
$478K Buy
12,386
+1,800
+17% +$69.5K 0.2% 93
2017
Q1
$391K Buy
10,586
+9,800
+1,247% +$362K 0.17% 105
2016
Q4
$25K Hold
786
0.01% 407
2016
Q3
$24K Hold
786
0.01% 418
2016
Q2
$20K Hold
786
0.01% 447
2016
Q1
$18K Hold
786
0.01% 452
2015
Q4
$18K Buy
+786
New +$18K 0.01% 461