GIA
Goodwin Investment Advisory’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-943
| Closed | -$272K | – | 84 |
|
|
2023
Q1 | $272K | Buy |
943
+157
| +20% | +$45.3K | 0.18% | 41 |
|
|
2022
Q4 | $189K | Hold |
786
| – | – | 0.13% | 46 |
|
|
2022
Q3 | $183K | Buy |
786
+1
| +0.1% | +$233 | 0.14% | 51 |
|
|
2022
Q2 | $202K | Sell |
785
-50
| -6% | -$12.9K | 0.16% | 41 |
|
|
2022
Q1 | $256K | Sell |
835
-49
| -6% | -$15K | 0.18% | 40 |
|
|
2021
Q4 | $298K | Buy |
884
+65
| +8% | +$21.9K | 0.22% | 35 |
|
|
2021
Q3 | $231K | Buy |
+819
| New | +$231K | 0.22% | 31 |
|
|
2021
Q2 | – | Sell |
-881
| Closed | -$208K | – | 141 |
|
|
2021
Q1 | $208K | Buy |
881
+753
| +588% | +$178K | 0.24% | 25 |
|
|
2020
Q4 | $28K | Buy |
+128
| New | +$28K | 0.03% | 56 |
|