GWA
Guidant Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $199K | Hold |
1,431
| – | – | 0.07% | 106 |
|
|
2019
Q2 | $192K | Buy |
1,431
+2
| +0.1% | +$268 | 0.07% | 109 |
|
|
2019
Q1 | $169K | Buy |
1,429
+1,329
| +1,329% | +$157K | 0.07% | 114 |
|
|
2018
Q4 | $10K | Sell |
100
-461
| -82% | -$46.1K | ﹤0.01% | 198 |
|
|
2018
Q3 | $64K | Hold |
561
| – | – | 0.03% | 72 |
|
|
2018
Q2 | $56K | Hold |
561
| – | – | 0.02% | 78 |
|
|
2018
Q1 | $49K | Buy |
561
+82
| +17% | +$7.16K | 0.02% | 80 |
|
|
2017
Q4 | $42K | Sell |
479
-201
| -30% | -$17.6K | 0.02% | 87 |
|
|
2017
Q3 | $51K | Hold |
680
| – | – | 0.04% | 72 |
|
|
2017
Q2 | $47K | Buy |
680
+580
| +580% | +$40.1K | 0.02% | 111 |
|
|
2017
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 187 |
|
|
2016
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 180 |
|
|
2016
Q3 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 181 |
|