CT Financial Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | $626K | Buy |
9,500
+16
| +0.2% | +$1.05K | 0.39% | 71 |
|
2016
Q4 | $589K | Sell |
9,484
-526
| -5% | -$32.7K | 0.37% | 71 |
|
2016
Q3 | $577K | Buy |
10,010
+16
| +0.2% | +$922 | 0.35% | 71 |
|
2016
Q2 | $511K | Sell |
9,994
-1,483
| -13% | -$75.9K | 0.31% | 82 |
|
2016
Q1 | $634K | Sell |
11,477
-242
| -2% | -$13.4K | 0.36% | 70 |
|
2015
Q4 | $650K | Sell |
11,719
-194
| -2% | -$10.8K | 0.37% | 69 |
|
2015
Q3 | $527K | Sell |
11,913
-928
| -7% | -$41.1K | 0.33% | 79 |
|
2015
Q2 | $567K | Sell |
12,841
-294
| -2% | -$13K | 0.32% | 80 |
|
2015
Q1 | $534K | Sell |
13,135
-2,292
| -15% | -$93.2K | 0.3% | 82 |
|
2014
Q4 | $717K | Buy |
+15,427
| New | +$717K | 0.54% | 46 |
|
2014
Q1 | $534K | Buy |
+13,135
| New | +$534K | 0.3% | 82 |
|