CFA
Compass Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,637
| Closed | -$1.91M | – | 58 |
|
|
2023
Q1 | $1.91M | Sell |
6,637
-346
| -5% | -$99.8K | 2.43% | 5 |
|
|
2022
Q4 | $1.67M | Sell |
6,983
-104
| -1% | -$24.9K | 2.26% | 6 |
|
|
2022
Q3 | $1.65M | Sell |
7,087
-89
| -1% | -$20.7K | 2.45% | 5 |
|
|
2022
Q2 | $1.84M | Sell |
7,176
-383
| -5% | -$98.4K | 2.51% | 4 |
|
|
2022
Q1 | $2.33M | Buy |
7,559
+209
| +3% | +$64.4K | 2.58% | 4 |
|
|
2021
Q4 | $2.47M | Buy |
+7,350
| New | +$2.47M | 2.72% | 4 |
|