BPWA
Beacon Pointe Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $4.69M | Buy |
29,694
+2,179
| +8% | +$344K | 0.86% | 29 |
|
|
2019
Q3 | $3.83M | Sell |
27,515
-4,929
| -15% | -$686K | 0.81% | 26 |
|
|
2019
Q2 | $4.35M | Buy |
32,444
+1,190
| +4% | +$159K | 0.92% | 23 |
|
|
2019
Q1 | $3.69M | Buy |
31,254
+2,571
| +9% | +$303K | 0.84% | 25 |
|
|
2018
Q4 | $2.91M | Buy |
+28,683
| New | +$2.91M | 1.05% | 21 |
|