Partnervest Advisory Services’s Super Micro Computer SMCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-78,960
| Closed | -$200K | – | 209 |
|
2017
Q1 | $200K | Sell |
78,960
-1,480
| -2% | -$3.75K | 0.09% | 189 |
|
2016
Q4 | $226K | Buy |
+80,440
| New | +$226K | 0.1% | 180 |
|
2016
Q3 | – | Sell |
-101,440
| Closed | -$252K | – | 203 |
|
2016
Q2 | $252K | Buy |
101,440
+7,100
| +8% | +$17.6K | 0.12% | 167 |
|
2016
Q1 | $322K | Buy |
94,340
+1,100
| +1% | +$3.76K | 0.17% | 126 |
|
2015
Q4 | $229K | Buy |
93,240
+6,000
| +7% | +$14.7K | 0.13% | 141 |
|
2015
Q3 | $238K | Hold |
87,240
| – | – | 0.14% | 134 |
|
2015
Q2 | $258K | Buy |
+87,240
| New | +$258K | 0.13% | 144 |
|
2015
Q1 | – | Sell |
-58,820
| Closed | -$205K | – | 179 |
|
2014
Q4 | $205K | Buy |
+58,820
| New | +$205K | 0.1% | 144 |
|
2014
Q3 | – | Sell |
-58,820
| Closed | -$149K | – | 679 |
|
2014
Q2 | $149K | Buy |
58,820
+790
| +1% | +$2K | 0.07% | 188 |
|
2014
Q1 | $101K | Hold |
58,030
| – | – | 0.05% | 230 |
|
2013
Q4 | $100K | Buy |
+58,030
| New | +$100K | 0.05% | 224 |
|