Estate Counselors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-274
| Closed | -$63K | – | 174 |
|
2022
Q3 | $63K | Hold |
274
| – | – | 0.01% | 130 |
|
2022
Q2 | $70K | Hold |
274
| – | – | 0.01% | 129 |
|
2022
Q1 | $84K | Hold |
274
| – | – | 0.01% | 130 |
|
2021
Q4 | $92K | Hold |
274
| – | – | 0.01% | 130 |
|
2021
Q3 | $77K | Hold |
274
| – | – | 0.01% | 150 |
|
2021
Q2 | $74K | Hold |
274
| – | – | 0.01% | 146 |
|
2021
Q1 | $65K | Hold |
274
| – | – | 0.01% | 144 |
|
2020
Q4 | $61K | Sell |
274
-2,494
| -90% | -$555K | 0.01% | 122 |
|
2020
Q3 | $582K | Buy |
2,768
+274
| +11% | +$57.6K | 0.09% | 74 |
|
2020
Q2 | $507K | Buy |
+2,494
| New | +$507K | 0.08% | 88 |
|