American Economic Planning Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $560K | Sell |
4,013
-422
| -10% | -$58.9K | 0.15% | 51 |
|
|
2019
Q2 | $594K | Sell |
4,435
-520
| -10% | -$69.6K | 0.18% | 47 |
|
|
2019
Q1 | $584K | Sell |
4,955
-610
| -11% | -$71.9K | 0.18% | 45 |
|
|
2018
Q4 | $565K | Hold |
5,565
| – | – | 0.18% | 46 |
|
|
2018
Q3 | $636K | Sell |
5,565
-123
| -2% | -$14.1K | 0.23% | 34 |
|
|
2018
Q2 | $561K | Buy |
5,688
+34
| +0.6% | +$3.35K | 0.21% | 37 |
|
|
2018
Q1 | $516K | Sell |
5,654
-694
| -11% | -$63.3K | 0.19% | 42 |
|
|
2017
Q4 | $543K | Buy |
6,348
+1,486
| +31% | +$127K | 0.2% | 40 |
|
|
2017
Q3 | $362K | Sell |
4,862
-77
| -2% | -$5.73K | 0.14% | 48 |
|
|
2017
Q2 | $340K | Buy |
4,939
+23
| +0.5% | +$1.58K | 0.13% | 52 |
|
|
2017
Q1 | $324K | Sell |
4,916
-278
| -5% | -$18.3K | 0.13% | 50 |
|
|
2016
Q4 | $322K | Buy |
5,194
+316
| +6% | +$19.6K | 0.14% | 40 |
|
|
2016
Q3 | $280K | Buy |
4,878
+14
| +0.3% | +$804 | 0.11% | 48 |
|
|
2016
Q2 | $249K | Sell |
4,864
-548
| -10% | -$28.1K | 0.1% | 49 |
|
|
2016
Q1 | $299K | Buy |
5,412
+780
| +17% | +$43.1K | 0.12% | 40 |
|
|
2015
Q4 | $257K | Sell |
4,632
-75
| -2% | -$4.16K | 0.1% | 45 |
|
|
2015
Q3 | $208K | Buy |
+4,707
| New | +$208K | 0.09% | 41 |
|