Sheets Smith Wealth Management’s ChipMOS TECHNOLOGIES IMOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-10,593
| Closed | -$198K | – | 321 |
|
|
2018
Q1 | $198K | Buy |
10,593
+170
| +2% | +$3.18K | 0.05% | 300 |
|
|
2017
Q4 | $217K | Hold |
10,423
| – | – | 0.05% | 306 |
|
|
2017
Q3 | $237K | Hold |
10,423
| – | – | 0.06% | 286 |
|
|
2017
Q2 | $243K | Hold |
10,423
| – | – | 0.06% | 270 |
|
|
2017
Q1 | $218K | Hold |
10,423
| – | – | 0.06% | 273 |
|
|
2016
Q4 | $173K | Sell |
10,423
-1,154
| -10% | -$19.2K | 0.05% | 264 |
|
|
2016
Q3 | $253K | Hold |
11,577
| – | – | 0.07% | 232 |
|
|
2016
Q2 | $231K | Hold |
11,577
| – | – | 0.07% | 231 |
|
|
2016
Q1 | $222K | Hold |
11,577
| – | – | 0.07% | 210 |
|
|
2015
Q4 | $253K | Hold |
11,577
| – | – | 0.08% | 197 |
|
|
2015
Q3 | $209K | Buy |
11,577
+390
| +3% | +$7.04K | 0.07% | 196 |
|
|
2015
Q2 | $269K | Buy |
11,187
+317
| +3% | +$7.62K | 0.07% | 202 |
|
|
2015
Q1 | $295K | Hold |
10,870
| – | – | 0.08% | 187 |
|
|
2014
Q4 | $279K | Hold |
10,870
| – | – | 0.07% | 202 |
|
|
2014
Q3 | $271K | Buy |
10,870
+264
| +2% | +$6.58K | 0.07% | 200 |
|
|
2014
Q2 | $282K | Buy |
10,606
+1,316
| +14% | +$35K | 0.08% | 206 |
|
|
2014
Q1 | $226K | Hold |
9,290
| – | – | 0.06% | 221 |
|
|
2013
Q4 | $197K | Buy |
+9,290
| New | +$197K | 0.05% | 247 |
|
|
2013
Q3 | – | Sell |
-33,496
| Closed | -$714K | – | 245 |
|
|
2013
Q2 | $714K | Buy |
+33,496
| New | +$714K | 0.24% | 112 |
|