Clear Perspectives Financial Planning’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $177K | Hold |
614
| – | – | 0.1% | 42 |
|
|
2022
Q4 | $147K | Sell |
614
-6
| -1% | -$1.44K | 0.08% | 50 |
|
|
2022
Q3 | $144K | Buy |
620
+6
| +1% | +$1.39K | 0.07% | 53 |
|
|
2022
Q2 | $158K | Hold |
614
| – | – | 0.06% | 58 |
|
|
2022
Q1 | $189K | Hold |
614
| – | – | 0.07% | 52 |
|
|
2021
Q4 | $207K | Hold |
614
| – | – | 0.08% | 56 |
|
|
2021
Q3 | $173K | Hold |
614
| – | – | 0.08% | 61 |
|
|
2021
Q2 | $166K | Hold |
614
| – | – | 0.08% | 64 |
|
|
2021
Q1 | $145K | Hold |
614
| – | – | 0.08% | 60 |
|
|
2020
Q4 | $137K | Buy |
+614
| New | +$137K | 0.09% | 60 |
|