Optimum Investment Advisors’s Microchip Technology MCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-350
| Closed | -$27.3K | – | 695 |
|
|
2023
Q3 | $27.3K | Hold |
350
| – | – | 0.01% | 433 |
|
|
2023
Q2 | $31.4K | Hold |
350
| – | – | 0.02% | 423 |
|
|
2023
Q1 | $29.3K | Buy |
+350
| New | +$29.3K | 0.02% | 433 |
|
|
2022
Q1 | – | Sell |
-450
| Closed | -$39K | – | 871 |
|
|
2021
Q4 | $39K | Buy |
450
+50
| +13% | +$4.33K | 0.02% | 508 |
|
|
2021
Q3 | $31K | Sell |
400
-902
| -69% | -$69.9K | 0.01% | 534 |
|
|
2021
Q2 | $98K | Sell |
1,302
-400
| -24% | -$30.1K | 0.03% | 385 |
|
|
2021
Q1 | $132K | Buy |
1,702
+600
| +54% | +$46.5K | 0.04% | 329 |
|
|
2020
Q4 | $76K | Buy |
1,102
+800
| +265% | +$55.2K | 0.02% | 406 |
|
|
2020
Q3 | $16K | Hold |
302
| – | – | 0.01% | 636 |
|
|
2020
Q2 | $16K | Hold |
302
| – | – | 0.01% | 639 |
|
|
2020
Q1 | $10K | Sell |
302
-1,150
| -79% | -$38.1K | ﹤0.01% | 678 |
|
|
2019
Q4 | $76K | Hold |
1,452
| – | – | 0.02% | 438 |
|
|
2019
Q3 | $67K | Sell |
1,452
-4,500
| -76% | -$208K | 0.02% | 453 |
|
|
2019
Q2 | $258K | Hold |
5,952
| – | – | 0.08% | 231 |
|
|
2019
Q1 | $247K | Buy |
5,952
+1,152
| +24% | +$47.8K | 0.08% | 240 |
|
|
2018
Q4 | $173K | Sell |
4,800
-850
| -15% | -$30.6K | 0.06% | 281 |
|
|
2018
Q3 | $223K | Sell |
5,650
-750
| -12% | -$29.6K | 0.06% | 288 |
|
|
2018
Q2 | $291K | Sell |
6,400
-3,500
| -35% | -$159K | 0.08% | 236 |
|
|
2018
Q1 | $452K | Sell |
9,900
-2,800
| -22% | -$128K | 0.13% | 171 |
|
|
2017
Q4 | $558K | Buy |
12,700
+1,150
| +10% | +$50.5K | 0.18% | 150 |
|
|
2017
Q3 | $518K | Buy |
+11,550
| New | +$518K | 0.17% | 157 |
|