SWM
SVA Wealth Management’s Microchip Technology MCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $6.91M | Sell |
50,037
-11,083
| -18% | -$1.53M | 0.6% | 33 |
|
|
2020
Q3 | $6.28M | Sell |
61,120
-630
| -1% | -$64.7K | 0.62% | 37 |
|
|
2020
Q2 | $6.5M | Buy |
61,750
+346
| +0.6% | +$36.4K | 0.69% | 29 |
|
|
2020
Q1 | $4.16M | Sell |
61,404
-3,241
| -5% | -$220K | 0.48% | 43 |
|
|
2019
Q4 | $6.77M | Sell |
64,645
-3,643
| -5% | -$382K | 0.62% | 34 |
|
|
2019
Q3 | $6.35M | Sell |
68,288
-2,087
| -3% | -$194K | 0.62% | 35 |
|
|
2019
Q2 | $6.1M | Sell |
70,375
-24,248
| -26% | -$2.1M | 0.6% | 35 |
|
|
2019
Q1 | $7.85M | Buy |
94,623
+2,848
| +3% | +$236K | 0.76% | 28 |
|
|
2018
Q4 | $6.6M | Buy |
91,775
+75
| +0.1% | +$5.39K | 0.74% | 33 |
|
|
2018
Q3 | $7.24M | Buy |
91,700
+982
| +1% | +$77.5K | 0.74% | 35 |
|
|
2018
Q2 | $8.25M | Sell |
90,718
-962
| -1% | -$87.5K | 0.89% | 24 |
|
|
2018
Q1 | $8.23M | Buy |
91,680
+2,326
| +3% | +$209K | 1.02% | 21 |
|
|
2017
Q4 | $7.85M | Sell |
89,354
-2,326
| -3% | -$204K | 0.92% | 27 |
|
|
2017
Q3 | $8.23M | Sell |
91,680
-1,085
| -1% | -$97.4K | 1.02% | 21 |
|
|
2017
Q2 | $7.16M | Sell |
92,765
-1,138
| -1% | -$87.8K | 0.93% | 30 |
|
|
2017
Q1 | $6.93M | Sell |
93,903
-29,735
| -24% | -$2.19M | 0.94% | 30 |
|
|
2016
Q4 | $7.93M | Sell |
123,638
-1,359
| -1% | -$87.2K | 1.18% | 20 |
|
|
2016
Q3 | $7.77M | Sell |
124,997
-7,540
| -6% | -$469K | 1.21% | 19 |
|
|
2016
Q2 | $6.73M | Sell |
132,537
-2,025
| -2% | -$103K | 1.09% | 24 |
|
|
2016
Q1 | $6.49M | Buy |
134,562
+31,043
| +30% | +$1.5M | 1.07% | 25 |
|
|
2015
Q4 | $4.82M | Buy |
103,519
+7,612
| +8% | +$354K | 0.83% | 35 |
|
|
2015
Q3 | $4.13M | Sell |
95,907
-13,601
| -12% | -$586K | 0.77% | 42 |
|
|
2015
Q2 | $5.19M | Buy |
109,508
+1,338
| +1% | +$63.5K | 0.96% | 33 |
|
|
2015
Q1 | $5.29M | Buy |
108,170
+77,046
| +248% | +$3.77M | 0.97% | 33 |
|
|
2014
Q4 | $1.4M | Buy |
31,124
+3,639
| +13% | +$164K | 0.51% | 46 |
|
|
2014
Q3 | $1.3M | Buy |
27,485
+1,098
| +4% | +$51.9K | 0.55% | 46 |
|
|
2014
Q2 | $1.29M | Buy |
26,387
+1,210
| +5% | +$59.1K | 0.55% | 47 |
|
|
2014
Q1 | $1.2M | Buy |
25,177
+3,223
| +15% | +$154K | 0.57% | 48 |
|
|
2013
Q4 | $982K | Buy |
+21,954
| New | +$982K | 0.59% | 47 |
|