Derby & Company’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $761K | Buy |
2,701
+317
| +13% | +$89.3K | 0.15% | 47 |
|
2021
Q2 | $646K | Hold |
2,384
| – | – | 0.13% | 49 |
|
2021
Q1 | $562K | Hold |
2,384
| – | – | 0.13% | 49 |
|
2020
Q4 | $530K | Hold |
2,384
| – | – | 0.13% | 46 |
|
2020
Q3 | $501K | Buy |
2,384
+416
| +21% | +$87.4K | 0.14% | 47 |
|
2020
Q2 | $401K | Buy |
1,968
+400
| +26% | +$81.5K | 0.13% | 44 |
|
2020
Q1 | $247K | Buy |
+1,568
| New | +$247K | 0.1% | 36 |
|