RWA
Ropes Wealth Advisors’s Microchip Technology MCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $317K | Sell |
4,060
-10
| -0.2% | -$781 | 0.06% | 206 |
|
|
2023
Q2 | $365K | Buy |
4,070
+630
| +18% | +$56.4K | 0.06% | 206 |
|
|
2023
Q1 | $288K | Buy |
3,440
+3
| +0.1% | +$251 | 0.05% | 224 |
|
|
2022
Q4 | $241K | Buy |
3,437
+27
| +0.8% | +$1.9K | 0.04% | 246 |
|
|
2022
Q3 | $208K | Buy |
+3,410
| New | +$208K | 0.04% | 241 |
|
|
2022
Q2 | – | Sell |
-3,410
| Closed | -$256K | – | 279 |
|
|
2022
Q1 | $256K | Sell |
3,410
-479
| -12% | -$36K | 0.04% | 257 |
|
|
2021
Q4 | $339K | Buy |
3,889
+1,973
| +103% | +$172K | 0.06% | 208 |
|
|
2021
Q3 | $294K | Hold |
1,916
| – | – | 0.05% | 230 |
|
|
2021
Q2 | $287K | Buy |
1,916
+211
| +12% | +$31.6K | 0.05% | 228 |
|
|
2021
Q1 | $248K | Buy |
1,705
+200
| +13% | +$29.1K | 0.04% | 223 |
|
|
2020
Q4 | $208K | Hold |
1,505
| – | – | 0.03% | 230 |
|
|
2020
Q3 | $155K | Hold |
1,505
| – | – | 0.03% | 222 |
|
|
2020
Q2 | $158K | Hold |
1,505
| – | – | 0.03% | 208 |
|
|
2020
Q1 | $102K | Hold |
1,505
| – | – | 0.03% | 225 |
|
|
2019
Q4 | $158K | Buy |
+1,505
| New | +$158K | 0.03% | 228 |
|
|
2017
Q4 | – | Sell |
-158
| Closed | -$14K | – | 795 |
|
|
2017
Q3 | $14K | Hold |
158
| – | – | ﹤0.01% | 472 |
|
|
2017
Q2 | $12K | Buy |
+158
| New | +$12K | ﹤0.01% | 449 |
|