Integrated Wealth Counsel’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $82K | Buy |
1,315
+500
| +61% | +$31.2K | 0.18% | 58 |
|
|
2016
Q3 | $47K | Buy |
+815
| New | +$47K | 0.1% | 75 |
|
|
2014
Q2 | – | Sell |
-1,200
| Closed | -$49K | – | 133 |
|
|
2014
Q1 | $49K | Sell |
1,200
-734
| -38% | -$30K | 0.04% | 97 |
|
|
2013
Q4 | $72K | Buy |
1,934
+300
| +18% | +$11.2K | 0.05% | 86 |
|
|
2013
Q3 | $54.4K | Sell |
1,634
-2,000
| -55% | -$66.6K | 0.04% | 94 |
|
|
2013
Q2 | $126K | Buy |
+3,634
| New | +$126K | 0.09% | 74 |
|