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 |
|