EWP
Engrave Wealth Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.81M | Sell |
4,816
-4
| -0.1% | -$1.5K | 0.52% | 24 |
|
|
2023
Q3 | $1.52M | Buy |
4,820
+352
| +8% | +$111K | 0.47% | 23 |
|
|
2023
Q2 | $1.52M | Sell |
4,468
-103
| -2% | -$35.1K | 0.48% | 19 |
|
|
2023
Q1 | $1.26M | Sell |
4,571
-108
| -2% | -$29.7K | 0.42% | 22 |
|
|
2022
Q4 | $1.1M | Sell |
4,679
-512
| -10% | -$121K | 0.38% | 24 |
|
|
2022
Q3 | $1.21M | Buy |
5,191
+299
| +6% | +$69.6K | 0.57% | 17 |
|
|
2022
Q2 | $1.26M | Sell |
4,892
-511
| -9% | -$131K | 0.56% | 19 |
|
|
2022
Q1 | $1.67M | Buy |
5,403
+14
| +0.3% | +$4.32K | 0.62% | 18 |
|
|
2021
Q4 | $1.81M | Sell |
5,389
-130
| -2% | -$43.7K | 0.52% | 28 |
|
|
2021
Q3 | $1.56M | Sell |
5,519
-1,039
| -16% | -$293K | 0.46% | 30 |
|
|
2021
Q2 | $1.78M | Sell |
6,558
-40
| -0.6% | -$10.8K | 0.54% | 35 |
|
|
2021
Q1 | $1.56M | Sell |
6,598
-2
| -0% | -$472 | 0.63% | 34 |
|
|
2020
Q4 | $1.43M | Buy |
6,600
+74
| +1% | +$16K | 1.17% | 23 |
|
|
2020
Q3 | $1.34M | Sell |
6,526
-639
| -9% | -$132K | 1.3% | 21 |
|
|
2020
Q2 | $1.46M | Buy |
7,165
+151
| +2% | +$30.7K | 1.3% | 19 |
|
|
2020
Q1 | $1.11M | Sell |
7,014
-214
| -3% | -$33.7K | 1.3% | 16 |
|
|
2019
Q4 | $1.14M | Buy |
+7,228
| New | +$1.14M | 1.1% | 16 |
|