HWP
Hefty Wealth Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $145K | Hold |
1,587
| – | – | 0.09% | 95 |
|
|
2017
Q4 | $136K | Sell |
1,587
-61
| -4% | -$5.23K | 0.08% | 95 |
|
|
2017
Q3 | $123K | Hold |
1,648
| – | – | 0.08% | 92 |
|
|
2017
Q2 | $113K | Buy |
1,648
+653
| +66% | +$44.8K | 0.08% | 90 |
|
|
2017
Q1 | $65K | Buy |
995
+120
| +14% | +$7.84K | 0.05% | 115 |
|
|
2016
Q4 | $54K | Hold |
875
| – | – | 0.05% | 115 |
|
|
2016
Q3 | $50K | Hold |
875
| – | – | 0.04% | 128 |
|
|
2016
Q2 | $44K | Hold |
875
| – | – | 0.04% | 113 |
|
|
2016
Q1 | $48K | Sell |
875
-207
| -19% | -$11.4K | 0.04% | 104 |
|
|
2015
Q4 | $60K | Buy |
+1,082
| New | +$60K | 0.06% | 101 |
|