PWAG
Polaris Wealth Advisory Group’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.06M | Sell |
35,183
-31,223
| -47% | -$2.71M | 0.23% | 93 |
|
|
2023
Q2 | $6.7M | Sell |
66,406
-251
| -0.4% | -$25.3K | 0.51% | 71 |
|
|
2023
Q1 | $6.2M | Sell |
66,657
-2,806
| -4% | -$261K | 0.46% | 75 |
|
|
2022
Q4 | $5.68M | Buy |
69,463
+192
| +0.3% | +$15.7K | 0.42% | 75 |
|
|
2022
Q3 | $4.67M | Buy |
+69,271
| New | +$4.67M | 0.39% | 68 |
|
|
2022
Q1 | – | Sell |
-58,414
| Closed | -$7.03M | – | 200 |
|
|
2021
Q4 | $7.03M | Buy |
58,414
+173
| +0.3% | +$20.8K | 0.4% | 75 |
|
|
2021
Q3 | $6.46M | Buy |
58,241
+1,926
| +3% | +$213K | 0.39% | 74 |
|
|
2021
Q2 | $6.67M | Buy |
56,315
+4,877
| +9% | +$578K | 0.4% | 75 |
|
|
2021
Q1 | $6.32M | Buy |
51,438
+5,259
| +11% | +$646K | 0.4% | 76 |
|
|
2020
Q4 | $5.48M | Buy |
46,179
+3,516
| +8% | +$417K | 0.41% | 75 |
|
|
2020
Q3 | $3.61M | Sell |
42,663
-17,145
| -29% | -$1.45M | 0.34% | 75 |
|
|
2020
Q2 | $3.4M | Buy |
+59,808
| New | +$3.4M | 0.27% | 71 |
|
|
2018
Q4 | – | Sell |
-371
| Closed | -$16K | – | 430 |
|
|
2018
Q3 | $16K | Buy |
+371
| New | +$16K | ﹤0.01% | 352 |
|