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 %

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