SVB Wealth’s United Microelectronic UMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-32,723
| Closed | -$212K | – | 1782 |
|
|
2024
Q4 | $212K | Buy |
+32,723
| New | +$212K | ﹤0.01% | 665 |
|
|
2024
Q3 | – | Sell |
-42,088
| Closed | -$369K | – | 574 |
|
|
2024
Q2 | $369K | Buy |
42,088
+185
| +0.4% | +$1.62K | 0.01% | 500 |
|
|
2024
Q1 | $339K | Sell |
41,903
-16,250
| -28% | -$131K | 0.01% | 592 |
|
|
2023
Q4 | $492K | Sell |
58,153
-4,895
| -8% | -$41.4K | 0.01% | 480 |
|
|
2023
Q3 | $445K | Buy |
63,048
+5,530
| +10% | +$39K | 0.01% | 485 |
|
|
2023
Q2 | $454K | Sell |
57,518
-558
| -1% | -$4.4K | 0.01% | 519 |
|
|
2023
Q1 | $509K | Buy |
58,076
+5,889
| +11% | +$51.6K | 0.01% | 529 |
|
|
2022
Q4 | $341K | Buy |
52,187
+10,803
| +26% | +$70.5K | ﹤0.01% | 688 |
|
|
2022
Q3 | $230K | Sell |
41,384
-3,537
| -8% | -$19.7K | ﹤0.01% | 793 |
|
|
2022
Q2 | $303K | Buy |
44,921
+319
| +0.7% | +$2.15K | ﹤0.01% | 562 |
|
|
2022
Q1 | $407K | Sell |
44,602
-4,318
| -9% | -$39.4K | 0.01% | 495 |
|
|
2021
Q4 | $572K | Sell |
48,920
-62,588
| -56% | -$732K | 0.01% | 417 |
|
|
2021
Q3 | $1.28M | Buy |
111,508
+6,454
| +6% | +$73.8K | 0.02% | 339 |
|
|
2021
Q2 | $993K | Sell |
105,054
-7,409
| -7% | -$70K | 0.01% | 386 |
|
|
2021
Q1 | $1.02M | Buy |
112,463
+6,535
| +6% | +$59.5K | 0.01% | 347 |
|
|
2020
Q4 | $893K | Buy |
105,928
+43,457
| +70% | +$366K | 0.01% | 348 |
|
|
2020
Q3 | $299K | Buy |
62,471
+29,253
| +88% | +$140K | ﹤0.01% | 525 |
|
|
2020
Q2 | $88K | Sell |
33,218
-9,852
| -23% | -$26.1K | ﹤0.01% | 583 |
|
|
2020
Q1 | $93K | Buy |
+43,070
| New | +$93K | ﹤0.01% | 499 |
|