CIM
Cetera Investment Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,936
| Closed | -$404K | – | 52 |
|
|
2017
Q2 | $404K | Sell |
5,936
-2,639
| -31% | -$180K | 0.51% | 65 |
|
|
2017
Q1 | $565K | Sell |
8,575
-7,322
| -46% | -$482K | 0.65% | 55 |
|
|
2016
Q4 | $988K | Sell |
15,897
-2,967
| -16% | -$184K | 0.74% | 47 |
|
|
2016
Q3 | $1.09M | Sell |
18,864
-3,423
| -15% | -$197K | 0.7% | 51 |
|
|
2016
Q2 | $1.14M | Sell |
22,287
-3,568
| -14% | -$183K | 0.67% | 51 |
|
|
2016
Q1 | $1.43M | Sell |
25,855
-2,339
| -8% | -$130K | 0.74% | 39 |
|
|
2015
Q4 | $1.57M | Buy |
+28,194
| New | +$1.57M | 0.63% | 52 |
|