WESPAC Advisors SoCal’s Micron Technology MU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,950
| Closed | -$256K | – | 99 |
|
|
2024
Q2 | $256K | Hold |
1,950
| – | – | 0.06% | 81 |
|
|
2024
Q1 | $230K | Buy |
+1,950
| New | +$230K | 0.06% | 89 |
|
|
2022
Q3 | – | Sell |
-122,507
| Closed | -$6.77M | – | 78 |
|
|
2022
Q2 | $6.77M | Sell |
122,507
-1,509
| -1% | -$83.4K | 2.59% | 18 |
|
|
2022
Q1 | $9.66M | Buy |
124,016
+160
| +0.1% | +$12.5K | 2.98% | 11 |
|
|
2021
Q4 | $10.1M | Buy |
123,856
+2,916
| +2% | +$238K | 3.08% | 9 |
|
|
2021
Q3 | $8.53M | Buy |
+120,940
| New | +$8.53M | 2.79% | 11 |
|
|
2020
Q1 | – | Sell |
-4,200
| Closed | -$226K | – | 91 |
|
|
2019
Q4 | $226K | Buy |
+4,200
| New | +$226K | 0.11% | 78 |
|
|
2019
Q2 | – | Sell |
-4,300
| Closed | -$177K | – | 218 |
|
|
2019
Q1 | $177K | Sell |
4,300
-587
| -12% | -$24.2K | 0.1% | 89 |
|
|
2018
Q4 | $155K | Buy |
4,887
+487
| +11% | +$15.4K | 0.1% | 86 |
|
|
2018
Q3 | $199K | Buy |
+4,400
| New | +$199K | 0.1% | 90 |
|
|
2016
Q1 | – | Sell |
-2,700
| Closed | -$38K | – | 314 |
|
|
2015
Q4 | $38K | Buy |
+2,700
| New | +$38K | 0.03% | 135 |
|