ABFS
Appropriate Balance Financial Services’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $10.8K | Buy |
803
+160
| +25% | +$2.15K | 0.54% | 17 |
|
|
2017
Q2 | $9.33K | Buy |
643
+29
| +5% | +$421 | 0.47% | 17 |
|
|
2017
Q1 | $9.33K | Sell |
614
-9,551
| -94% | -$145K | 0.47% | 18 |
|
|
2016
Q4 | $631K | Sell |
10,165
-629
| -6% | -$39K | 0.39% | 22 |
|
|
2016
Q3 | $621K | Sell |
10,794
-408
| -4% | -$23.5K | 0.4% | 21 |
|
|
2016
Q2 | $573K | Sell |
11,202
-1,016
| -8% | -$52K | 0.38% | 21 |
|
|
2016
Q1 | $674K | Buy |
12,218
+814
| +7% | +$44.9K | 0.47% | 16 |
|
|
2015
Q4 | $632K | Buy |
+11,404
| New | +$632K | 0.44% | 17 |
|