Financial Planners of Cleveland’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,000
Closed -$617K 31
2022
Q1
$617K Sell
2,000
-1,297
-39% -$400K 0.26% 31
2021
Q4
$1M Buy
+3,297
New +$1M 0.41% 23