Gary Goldberg Planning Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $1.97M | Buy |
42,507
+248
| +0.6% | +$11.5K | 0.83% | 33 |
|
|
2014
Q3 | $1.96M | Buy |
42,259
+1,586
| +4% | +$73.5K | 0.81% | 33 |
|
|
2014
Q2 | $1.7M | Buy |
40,673
+202
| +0.5% | +$8.42K | 0.75% | 34 |
|
|
2014
Q1 | $1.66M | Buy |
40,471
+6,929
| +21% | +$284K | 0.81% | 35 |
|
|
2013
Q4 | $1.26M | Sell |
33,542
-2,430
| -7% | -$90.9K | 0.73% | 37 |
|
|
2013
Q3 | $1.2M | Buy |
35,972
+183
| +0.5% | +$6.09K | 0.73% | 38 |
|
|
2013
Q2 | $1.24M | Buy |
+35,789
| New | +$1.24M | 0.79% | 31 |
|