Independence Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.67M | Hold |
12,686
| – | – | 0.57% | 26 |
|
|
2020
Q2 | $2.58M | Sell |
12,686
-1,002
| -7% | -$204K | 0.59% | 25 |
|
|
2020
Q1 | $2.16M | Buy |
13,688
+290
| +2% | +$45.7K | 0.6% | 26 |
|
|
2019
Q4 | $2.11M | Sell |
13,398
-296
| -2% | -$46.7K | 0.51% | 27 |
|
|
2019
Q3 | $1.9M | Sell |
13,694
-167
| -1% | -$23.2K | 0.46% | 26 |
|
|
2019
Q2 | $1.86M | Buy |
13,861
+1,550
| +13% | +$208K | 0.48% | 25 |
|
|
2019
Q1 | $1.45M | Buy |
12,311
+1,650
| +15% | +$195K | 0.41% | 27 |
|
|
2018
Q4 | $1.08M | Sell |
10,661
-9
| -0.1% | -$914 | 0.36% | 31 |
|
|
2018
Q3 | $1.22M | Buy |
10,670
+463
| +5% | +$52.9K | 0.36% | 29 |
|
|
2018
Q2 | $1.01M | Hold |
10,207
| – | – | 0.32% | 32 |
|
|
2018
Q1 | $932K | Sell |
10,207
-39
| -0.4% | -$3.56K | 0.31% | 33 |
|
|
2017
Q4 | $876K | Hold |
10,246
| – | – | 0.3% | 32 |
|
|
2017
Q3 | $763K | Hold |
10,246
| – | – | 0.3% | 29 |
|
|
2017
Q2 | $706K | Buy |
10,246
+57
| +0.6% | +$3.93K | 0.28% | 33 |
|
|
2017
Q1 | $671K | Sell |
10,189
-500
| -5% | -$32.9K | 0.28% | 33 |
|
|
2016
Q4 | $664K | Sell |
10,689
-2,434
| -19% | -$151K | 0.29% | 33 |
|
|
2016
Q3 | $756K | Buy |
13,123
+7,913
| +152% | +$456K | 0.36% | 30 |
|
|
2016
Q2 | $267K | Buy |
+5,210
| New | +$267K | 0.14% | 39 |
|