DFIM
Detwiler Fenton Investment Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $678K | Buy |
+12,219
| New | +$678K | 3.51% | 4 |
|
|
2015
Q2 | $383K | Sell |
8,675
-2,025
| -19% | -$89.4K | 1.23% | 25 |
|
|
2015
Q1 | $435K | Sell |
10,700
-230
| -2% | -$9.35K | 0.46% | 34 |
|
|
2014
Q4 | $508K | Buy |
10,930
+617
| +6% | +$28.7K | 0.57% | 32 |
|
|
2014
Q3 | $478K | Buy |
10,313
+5,063
| +96% | +$235K | 0.46% | 36 |
|
|
2014
Q2 | $219K | Sell |
5,250
-2,500
| -32% | -$104K | 0.18% | 94 |
|
|
2014
Q1 | $318K | Hold |
7,750
| – | – | 0.27% | 67 |
|
|
2013
Q4 | $290K | Hold |
7,750
| – | – | 0.26% | 83 |
|
|
2013
Q3 | $258K | Hold |
7,750
| – | – | 0.23% | 93 |
|
|
2013
Q2 | $268K | Buy |
+7,750
| New | +$268K | 0.27% | 82 |
|