SWM
SVA Wealth Management’s Qualcomm QCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-118,229
| Closed | -$6.73M | – | 216 |
|
|
2018
Q4 | $6.73M | Sell |
118,229
-9,422
| -7% | -$536K | 0.76% | 29 |
|
|
2018
Q3 | $9.2M | Buy |
127,651
+14,844
| +13% | +$1.07M | 0.93% | 21 |
|
|
2018
Q2 | $6.33M | Sell |
112,807
-18,702
| -14% | -$1.05M | 0.68% | 39 |
|
|
2018
Q1 | $6.82M | Buy |
131,509
+2,712
| +2% | +$141K | 0.84% | 32 |
|
|
2017
Q4 | $8.25M | Sell |
128,797
-2,712
| -2% | -$174K | 0.97% | 24 |
|
|
2017
Q3 | $6.82M | Buy |
131,509
+841
| +0.6% | +$43.6K | 0.84% | 32 |
|
|
2017
Q2 | $7.22M | Buy |
130,668
+14,239
| +12% | +$786K | 0.94% | 28 |
|
|
2017
Q1 | $6.68M | Buy |
116,429
+24,014
| +26% | +$1.38M | 0.91% | 33 |
|
|
2016
Q4 | $6.03M | Buy |
92,415
+2,791
| +3% | +$182K | 0.9% | 35 |
|
|
2016
Q3 | $6.14M | Buy |
89,624
+14,267
| +19% | +$977K | 0.96% | 31 |
|
|
2016
Q2 | $4.04M | Buy |
75,357
+268
| +0.4% | +$14.4K | 0.65% | 48 |
|
|
2016
Q1 | $3.84M | Buy |
75,089
+2,430
| +3% | +$124K | 0.64% | 50 |
|
|
2015
Q4 | $3.63M | Sell |
72,659
-30,729
| -30% | -$1.54M | 0.63% | 54 |
|
|
2015
Q3 | $5.56M | Buy |
103,388
+139
| +0.1% | +$7.47K | 1.04% | 27 |
|
|
2015
Q2 | $6.47M | Buy |
103,249
+20,047
| +24% | +$1.26M | 1.19% | 22 |
|
|
2015
Q1 | $5.77M | Buy |
83,202
+71,103
| +588% | +$4.93M | 1.05% | 28 |
|
|
2014
Q4 | $899K | Buy |
12,099
+2,763
| +30% | +$205K | 0.33% | 76 |
|
|
2014
Q3 | $698K | Buy |
9,336
+435
| +5% | +$32.5K | 0.3% | 80 |
|
|
2014
Q2 | $705K | Buy |
8,901
+303
| +4% | +$24K | 0.3% | 76 |
|
|
2014
Q1 | $678K | Buy |
8,598
+973
| +13% | +$76.7K | 0.32% | 75 |
|
|
2013
Q4 | $566K | Buy |
+7,625
| New | +$566K | 0.34% | 73 |
|