BW
Biegel & Waller’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.48M | Buy |
10,626
+1,016
| +11% | +$141K | 0.83% | 22 |
|
|
2019
Q2 | $1.29M | Sell |
9,610
-62
| -0.6% | -$8.3K | 0.66% | 26 |
|
|
2019
Q1 | $1.14M | Sell |
9,672
-495
| -5% | -$58.4K | 0.59% | 27 |
|
|
2018
Q4 | $1.03M | Sell |
10,167
-1,242
| -11% | -$126K | 0.61% | 26 |
|
|
2018
Q3 | $1.31M | Buy |
11,409
+1,749
| +18% | +$200K | 0.75% | 21 |
|
|
2018
Q2 | $953K | Buy |
9,660
+1,598
| +20% | +$158K | 0.59% | 20 |
|
|
2018
Q1 | $736K | Buy |
8,062
+905
| +13% | +$82.6K | 0.47% | 20 |
|
|
2017
Q4 | $612K | Sell |
7,157
-1,323
| -16% | -$113K | 0.36% | 23 |
|
|
2017
Q3 | $632K | Sell |
8,480
-1,725
| -17% | -$129K | 0.4% | 19 |
|
|
2017
Q2 | $703K | Sell |
10,205
-239
| -2% | -$16.5K | 0.43% | 19 |
|
|
2017
Q1 | $688K | Sell |
10,444
-115
| -1% | -$7.58K | 0.47% | 18 |
|
|
2016
Q4 | $671K | Buy |
+10,559
| New | +$671K | 0.47% | 17 |
|