Valmark Advisers’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
Q1 | – | Sell |
-70,980
| Closed | -$2.02M | – | 543 |
|
|
2023
Q4 | $2.02M | Sell |
70,980
-550
| -0.8% | -$15.6K | 0.04% | 162 |
|
|
2023
Q3 | $1.96M | Sell |
71,530
-25,240
| -26% | -$692K | 0.04% | 143 |
|
|
2023
Q2 | $2.41M | Buy |
96,770
+26,630
| +38% | +$664K | 0.05% | 129 |
|
|
2023
Q1 | $747K | Buy |
+70,140
| New | +$747K | 0.02% | 254 |
|