ProVise Management Group’s Super Micro Computer SMCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-14,700
Closed -$418K 343
2023
Q4
$418K Buy
14,700
+600
+4% +$17.1K 0.04% 243
2023
Q3
$387K Sell
14,100
-2,750
-16% -$75.4K 0.04% 247
2023
Q2
$420K Sell
16,850
-5,000
-23% -$125K 0.04% 244
2023
Q1
$233K Buy
+21,850
New +$233K 0.02% 309