TriaGen Wealth Management’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
Q4 | – | Sell |
-10,220
| Closed | -$426K | – | 187 |
|
|
2024
Q3 | $426K | Buy |
+10,220
| New | +$426K | 0.14% | 117 |
|
|
2024
Q1 | – | Sell |
-23,760
| Closed | -$675K | – | 171 |
|
|
2023
Q4 | $675K | Buy |
23,760
+5,110
| +27% | +$145K | 0.32% | 73 |
|
|
2023
Q3 | $511K | Hold |
18,650
| – | – | 0.26% | 87 |
|
|
2023
Q2 | $465K | Buy |
+18,650
| New | +$465K | 0.21% | 105 |
|