AWS
Aris Wealth Services’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $64K | Sell |
1,454
-6,222
| -81% | -$274K | 0.13% | 72 |
|
|
2015
Q2 | $339K | Buy |
7,676
+526
| +7% | +$23.2K | 0.31% | 83 |
|
|
2015
Q1 | $291K | Buy |
7,150
+500
| +8% | +$20.4K | 0.27% | 86 |
|
|
2014
Q4 | $309K | Sell |
6,650
-487
| -7% | -$22.6K | 0.34% | 89 |
|
|
2014
Q3 | $331K | Buy |
7,137
+354
| +5% | +$16.4K | 0.41% | 81 |
|
|
2014
Q2 | $283K | Buy |
6,783
+426
| +7% | +$17.8K | 0.37% | 84 |
|
|
2014
Q1 | $261K | Sell |
6,357
-60
| -0.9% | -$2.46K | 0.38% | 79 |
|
|
2013
Q4 | $240K | Buy |
6,417
+829
| +15% | +$31K | 0.4% | 75 |
|
|
2013
Q3 | $186K | Buy |
+5,588
| New | +$186K | 0.34% | 80 |
|