Trek Financial’s Super Micro Computer SMCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,320
| Closed | -$354K | – | 448 |
|
|
2024
Q2 | $354K | Sell |
4,320
-8,760
| -67% | -$718K | 0.03% | 280 |
|
|
2024
Q1 | $1.32M | Buy |
+13,080
| New | +$1.32M | 0.1% | 149 |
|
|
2023
Q3 | – | Sell |
-70,670
| Closed | -$1.76M | – | 319 |
|
|
2023
Q2 | $1.76M | Buy |
+70,670
| New | +$1.76M | 0.16% | 88 |
|
|
2023
Q1 | – | Sell |
-376,990
| Closed | -$3.1M | – | 287 |
|
|
2022
Q4 | $3.1M | Buy |
+376,990
| New | +$3.1M | 0.31% | 72 |
|