IWM
Integrated Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $2.97M | Sell |
45,036
-273
| -0.6% | -$18K | 0.99% | 26 |
|
|
2016
Q4 | $2.82M | Sell |
45,309
-1,102
| -2% | -$68.5K | 1.05% | 25 |
|
|
2016
Q3 | $2.67M | Sell |
46,411
-1,532
| -3% | -$88.2K | 0.96% | 24 |
|
|
2016
Q2 | $2.45M | Sell |
47,943
-263
| -0.5% | -$13.5K | 0.95% | 25 |
|
|
2016
Q1 | $2.66M | Sell |
48,206
-959
| -2% | -$53K | 1.12% | 20 |
|
|
2015
Q4 | $2.73M | Sell |
49,165
-81
| -0.2% | -$4.49K | 1.17% | 20 |
|
|
2015
Q3 | $2.18M | Buy |
49,246
+731
| +2% | +$32.4K | 0.95% | 22 |
|
|
2015
Q2 | $2.14M | Buy |
48,515
+5,628
| +13% | +$248K | 0.83% | 24 |
|
|
2015
Q1 | $1.74M | Buy |
+42,887
| New | +$1.74M | 0.73% | 28 |
|