HGWM
Harvest Group Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,714
| Closed | -$381K | – | 452 |
|
|
2020
Q4 | $381K | Buy |
1,714
+123
| +8% | +$27.3K | 0.23% | 25 |
|
|
2020
Q3 | $335K | Buy |
1,591
+13
| +0.8% | +$2.74K | 0.23% | 24 |
|
|
2020
Q2 | $321K | Buy |
1,578
+20
| +1% | +$4.07K | 0.27% | 23 |
|
|
2020
Q1 | $245K | Buy |
1,558
+425
| +38% | +$66.8K | 0.25% | 27 |
|
|
2019
Q4 | $178K | Hold |
1,133
| – | – | 0.16% | 37 |
|
|
2019
Q3 | $157K | Sell |
1,133
-68
| -6% | -$9.42K | 0.19% | 32 |
|
|
2019
Q2 | $160K | Sell |
1,201
-658
| -35% | -$87.7K | 0.21% | 30 |
|
|
2019
Q1 | $219K | Buy |
+1,859
| New | +$219K | 0.2% | 32 |
|