OWA
Outlook Wealth Advisors’s Microchip Technology MCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,180
| Closed | -$828K | – | 275 |
|
|
2023
Q4 | $828K | Sell |
9,180
-2,315
| -20% | -$209K | 0.29% | 69 |
|
|
2023
Q3 | $897K | Buy |
11,495
+363
| +3% | +$28.3K | 0.34% | 70 |
|
|
2023
Q2 | $997K | Buy |
11,132
+1,675
| +18% | +$150K | 0.38% | 59 |
|
|
2023
Q1 | $792K | Buy |
9,457
+96
| +1% | +$8.04K | 0.35% | 69 |
|
|
2022
Q4 | $658K | Buy |
+9,361
| New | +$658K | 0.31% | 84 |
|
|
2022
Q2 | – | Sell |
-10,223
| Closed | -$769K | – | 200 |
|
|
2022
Q1 | $769K | Sell |
10,223
-98
| -0.9% | -$7.37K | 0.26% | 98 |
|
|
2021
Q4 | $899K | Buy |
10,321
+5,288
| +105% | +$461K | 0.26% | 87 |
|
|
2021
Q3 | $773K | Buy |
5,033
+128
| +3% | +$19.7K | 0.25% | 96 |
|
|
2021
Q2 | $735K | Buy |
4,905
+363
| +8% | +$54.4K | 0.24% | 104 |
|
|
2021
Q1 | $705K | Buy |
4,542
+625
| +16% | +$97K | 0.25% | 95 |
|
|
2020
Q4 | $541K | Buy |
3,917
+228
| +6% | +$31.5K | 0.2% | 120 |
|
|
2020
Q3 | $379K | Buy |
+3,689
| New | +$379K | 0.15% | 132 |
|