Hefty Wealth Partners’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$145K Hold
2017
Q4
$136K Sell
2017
Q3
$123K Hold
2017
Q2
$113K Buy
2017
Q1
$65K Buy
2016
Q4
$54K Hold
2016
Q3
$50K Hold
2016
Q2
$44K Hold
2016
Q1
$48K Sell
2015
Q4
$60K Buy