DPA
Delphi Private Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $24K | Buy |
182
+44
| +32% | +$5.8K | 0.12% | 25 |
|
|
2019
Q1 | $16K | Hold |
138
| – | – | 0.08% | 23 |
|
|
2018
Q4 | $14K | Hold |
138
| – | – | 0.08% | 30 |
|
|
2018
Q3 | $16K | Hold |
138
| – | – | 0.05% | 54 |
|
|
2018
Q2 | $14K | Hold |
138
| – | – | 0.05% | 61 |
|
|
2018
Q1 | $13K | Sell |
138
-875
| -86% | -$82.4K | 0.05% | 61 |
|
|
2017
Q4 | $87K | Buy |
1,013
+600
| +145% | +$51.5K | 0.21% | 44 |
|
|
2017
Q3 | $31K | Hold |
413
| – | – | 0.09% | 47 |
|
|
2017
Q2 | $28K | Hold |
413
| – | – | 0.06% | 57 |
|
|
2017
Q1 | $27K | Sell |
413
-629
| -60% | -$41.1K | 0.05% | 55 |
|
|
2016
Q4 | $65K | Sell |
1,042
-462
| -31% | -$28.8K | 0.11% | 35 |
|
|
2016
Q3 | $87K | Sell |
1,504
-568
| -27% | -$32.9K | 0.15% | 26 |
|
|
2016
Q2 | $106K | Sell |
2,072
-98
| -5% | -$5.01K | 0.19% | 27 |
|
|
2016
Q1 | $120K | Sell |
2,170
-313
| -13% | -$17.3K | 0.21% | 23 |
|
|
2015
Q4 | $138K | Buy |
+2,483
| New | +$138K | 0.24% | 24 |
|