Ropes Wealth Advisors’s TSMC TSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $529K | Hold |
6,090
| – | – | 0.1% | 154 |
|
|
2023
Q2 | $615K | Sell |
6,090
-100
| -2% | -$10.1K | 0.1% | 158 |
|
|
2023
Q1 | $576K | Sell |
6,190
-328
| -5% | -$30.5K | 0.1% | 164 |
|
|
2022
Q4 | $486K | Buy |
6,518
+1,411
| +28% | +$105K | 0.09% | 173 |
|
|
2022
Q3 | $350K | Buy |
+5,107
| New | +$350K | 0.07% | 179 |
|
|
2021
Q1 | – | Sell |
-901
| Closed | -$98K | – | 743 |
|
|
2020
Q4 | $98K | Buy |
+901
| New | +$98K | 0.02% | 318 |
|
|
2019
Q3 | – | Sell |
-166
| Closed | -$7K | – | 589 |
|
|
2019
Q2 | $7K | Buy |
+166
| New | +$7K | ﹤0.01% | 503 |
|
|
2018
Q4 | – | Sell |
-2,000
| Closed | -$88K | – | 536 |
|
|
2018
Q3 | $88K | Hold |
2,000
| – | – | 0.02% | 286 |
|
|
2018
Q2 | $73K | Hold |
2,000
| – | – | 0.02% | 312 |
|
|
2018
Q1 | $88K | Hold |
2,000
| – | – | 0.02% | 279 |
|
|
2017
Q4 | $79K | Buy |
+2,000
| New | +$79K | 0.02% | 299 |
|