SMFS
Squar Milner Financial Services’s Microchip Technology MCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,572
| Closed | -$271K | – | 113 |
|
|
2020
Q2 | $271K | Buy |
2,572
+1,500
| +140% | +$158K | 0.15% | 167 |
|
|
2020
Q1 | $72K | Hold |
1,072
| – | – | 0.04% | 323 |
|
|
2019
Q4 | $112K | Sell |
1,072
-1,500
| -58% | -$157K | 0.06% | 304 |
|
|
2019
Q3 | $264K | Buy |
2,572
+1,698
| +194% | +$174K | 0.13% | 174 |
|
|
2019
Q2 | $76K | Sell |
874
-279
| -24% | -$24.3K | 0.05% | 305 |
|
|
2019
Q1 | $95K | Hold |
1,153
| – | – | 0.07% | 264 |
|
|
2018
Q4 | $83K | Buy |
1,153
+374
| +48% | +$26.9K | 0.08% | 246 |
|
|
2018
Q3 | $61K | Sell |
779
-1,535
| -66% | -$120K | 0.05% | 281 |
|
|
2018
Q2 | $210K | Buy |
+2,314
| New | +$210K | 0.19% | 148 |
|
|
2018
Q1 | – | Sell |
-2,120
| Closed | -$205K | – | 169 |
|
|
2017
Q4 | $205K | Buy |
+2,120
| New | +$205K | 0.25% | 151 |
|