SWA
Sax Wealth Advisors’s Microchip Technology MCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,080
| Closed | -$231K | – | 170 |
|
|
2022
Q1 | $231K | Hold |
3,080
| – | – | 0.06% | 153 |
|
|
2021
Q4 | $268K | Buy |
3,080
+1,540
| +100% | +$134K | 0.06% | 152 |
|
|
2021
Q3 | $236K | Hold |
1,540
| – | – | 0.06% | 151 |
|
|
2021
Q2 | $231K | Hold |
1,540
| – | – | 0.08% | 140 |
|
|
2021
Q1 | $239K | Hold |
1,540
| – | – | 0.09% | 126 |
|
|
2020
Q4 | $213K | Buy |
+1,540
| New | +$213K | 0.1% | 119 |
|