CDIA
Capital Directions Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.48M | Buy |
+6,163
| New | +$1.48M | 0.55% | 21 |
|
|
2022
Q3 | – | Sell |
-6,490
| Closed | -$1.67M | – | 21 |
|
|
2022
Q2 | $1.67M | Sell |
6,490
-496
| -7% | -$127K | 0.55% | 21 |
|
|
2022
Q1 | $2.15M | Sell |
6,986
-92
| -1% | -$28.4K | 0.65% | 21 |
|
|
2021
Q4 | $2.38M | Buy |
7,078
+803
| +13% | +$270K | 0.69% | 21 |
|
|
2021
Q3 | $1.77M | Sell |
6,275
-69
| -1% | -$19.5K | 0.54% | 21 |
|
|
2021
Q2 | $1.72M | Buy |
+6,344
| New | +$1.72M | 0.52% | 21 |
|
|
2021
Q1 | – | Sell |
-6,344
| Closed | -$1.41M | – | 289 |
|
|
2020
Q4 | $1.41M | Sell |
6,344
-1,039
| -14% | -$231K | 0.47% | 20 |
|
|
2020
Q3 | $1.55M | Buy |
7,383
+1,301
| +21% | +$274K | 0.59% | 20 |
|
|
2020
Q2 | $1.24M | Sell |
6,082
-646
| -10% | -$131K | 0.5% | 20 |
|
|
2020
Q1 | $1.06M | Sell |
6,728
-161
| -2% | -$25.4K | 0.45% | 21 |
|
|
2019
Q4 | $1.09M | Sell |
6,889
-835
| -11% | -$132K | 0.35% | 23 |
|
|
2019
Q3 | $1.07M | Buy |
+7,724
| New | +$1.07M | 0.36% | 23 |
|
|
2018
Q3 | – | Sell |
-4,403
| Closed | -$434K | – | 202 |
|
|
2018
Q2 | $434K | Buy |
+4,403
| New | +$434K | 0.2% | 26 |
|