Alterity Financial Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $2.29M | Sell |
6,097
-278
| -4% | -$105K | 3.28% | 6 |
|
2023
Q3 | $2.01M | Buy |
6,375
+179
| +3% | +$56.5K | 3.19% | 6 |
|
2023
Q2 | $2.11M | Sell |
6,196
-206
| -3% | -$70.2K | 3.05% | 7 |
|
2023
Q1 | $1.85M | Buy |
6,402
+157
| +3% | +$45.3K | 2.7% | 9 |
|
2022
Q4 | $1.5M | Sell |
6,245
-122
| -2% | -$29.3K | 2.43% | 8 |
|
2022
Q3 | $1.48M | Sell |
6,367
-214
| -3% | -$49.8K | 2.4% | 9 |
|
2022
Q2 | $1.69M | Buy |
+6,581
| New | +$1.69M | 2.51% | 7 |
|
2021
Q4 | $2.48M | Buy |
+7,370
| New | +$2.48M | 2.65% | 8 |
|
2021
Q1 | $2.13M | Buy |
+6,909
| New | +$2.13M | 2.58% | 11 |
|