IWAG
Integer Wealth Advisors Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.57M | Hold |
6,149
| – | – | 0.86% | 30 |
|
|
2020
Q4 | $1.31M | Buy |
6,149
+44
| +0.7% | +$9.34K | 0.86% | 31 |
|
|
2020
Q3 | $1.28M | Sell |
6,105
-151
| -2% | -$31.8K | 1.18% | 22 |
|
|
2020
Q2 | $1.34M | Hold |
6,256
| – | – | 1.37% | 22 |
|
|
2020
Q1 | $1.16M | Buy |
6,256
+623
| +11% | +$115K | 1.31% | 22 |
|
|
2019
Q4 | $1.02M | Buy |
+5,633
| New | +$1.02M | 1.01% | 26 |
|