Upright Assets Allocation Plus Fund SIMO Holdings History
Number of Shares
2,000.00
Current Holdings Value*
$108,100.00
% of Portfolio
4.44%
Total Estimate Gain
$20,340.00
% of Total Estimate Gain
16.59%
Upright Assets Allocation Plus Fund's Silicon Motion Technology Corp Holding Summary
As of 2024-12-31, UPRIGHT INVESTMENTS TRUST held 2,000.00 shares of Silicon Motion Technology Corp(SIMO), totaling $108,100.00. This investment constitutes 4.44% of their stock portfolio, and UPRIGHT INVESTMENTS TRUST now holds 0.01% of the outstanding Silicon Motion Technology Corp(SIMO) stock.
The initial trade took place in 2022Q4. And since then Upright Assets Allocation Plus Fund has made 1 purchases of SIMO, at an average price of $61.32, for a total of 2,000.00 shares. Based on historical transaction data and SIMO's current price of $71.49, Upright Assets Allocation Plus Fund's estimated gain on his SIMO holdings is $20,340.00, reflecting a 16.59% gain to date.
Upright Assets Allocation Plus Fund SIMO ($71.49) Holding Chart
Upright Assets Allocation Plus Fund SIMO ($71.49) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
Top Ranked Articles
- 1