ETIA
Epic Trust Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $851K | Sell |
1,903
-234
| -11% | -$105K | 0.94% | 25 |
|
|
2024
Q1 | $899K | Sell |
2,137
-138
| -6% | -$58.1K | 1.11% | 21 |
|
|
2023
Q4 | $855K | Sell |
2,275
-6
| -0.3% | -$2.26K | 1.15% | 22 |
|
|
2023
Q3 | $720K | Sell |
2,281
-44
| -2% | -$13.9K | 1.13% | 24 |
|
|
2023
Q2 | $792K | Sell |
2,325
-700
| -23% | -$238K | 1.12% | 24 |
|
|
2023
Q1 | $872K | Buy |
3,025
+202
| +7% | +$58.2K | 1.06% | 23 |
|
|
2022
Q4 | $670K | Sell |
2,823
-529
| -16% | -$126K | 1.01% | 26 |
|
|
2022
Q3 | $781K | Buy |
3,352
+1,341
| +67% | +$312K | 1.08% | 25 |
|
|
2022
Q2 | $517K | Sell |
2,011
-317
| -14% | -$81.5K | 0.98% | 32 |
|
|
2022
Q1 | $718K | Buy |
2,328
+343
| +17% | +$106K | 1.12% | 25 |
|
|
2021
Q4 | $668K | Buy |
+1,985
| New | +$668K | 0.97% | 23 |
|