BWM
Braver Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $6.25M | Buy |
100,521
+1,517
| +2% | +$94.3K | 1.01% | 24 |
|
|
2016
Q3 | $5.7M | Sell |
99,004
-6,537
| -6% | -$377K | 0.96% | 30 |
|
|
2016
Q2 | $5.4M | Sell |
105,541
-4,467
| -4% | -$229K | 0.92% | 25 |
|
|
2016
Q1 | $6.08M | Buy |
110,008
+48,357
| +78% | +$2.67M | 1% | 28 |
|
|
2015
Q4 | $3.42M | Sell |
61,651
-551
| -0.9% | -$30.6K | 0.7% | 34 |
|
|
2015
Q3 | $2.75M | Buy |
62,202
+12,787
| +26% | +$566K | 0.68% | 36 |
|
|
2015
Q2 | $2.18M | Buy |
49,415
+58
| +0.1% | +$2.56K | 0.53% | 42 |
|
|
2015
Q1 | $2.01M | Sell |
49,357
-310
| -0.6% | -$12.6K | 0.41% | 50 |
|
|
2014
Q4 | $2.31M | Buy |
49,667
+11,982
| +32% | +$557K | 0.47% | 34 |
|
|
2014
Q3 | $1.75M | Sell |
37,685
-13,955
| -27% | -$647K | 0.53% | 30 |
|
|
2014
Q2 | $2.15M | Sell |
51,640
-415
| -0.8% | -$17.3K | 0.56% | 31 |
|
|
2014
Q1 | $2.13M | Buy |
52,055
+298
| +0.6% | +$12.2K | 0.61% | 25 |
|
|
2013
Q4 | $1.94M | Sell |
51,757
-5,508
| -10% | -$206K | 0.67% | 25 |
|
|
2013
Q3 | $1.91M | Buy |
57,265
+6,523
| +13% | +$217K | 0.66% | 26 |
|
|
2013
Q2 | $1.75M | Buy |
+50,742
| New | +$1.75M | 0.81% | 22 |
|