KA
Kaizen Advisory’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $2.1M | Buy |
20,677
+2,029
| +11% | +$206K | 1.46% | 3 |
|
|
2018
Q3 | $2.13M | Hold |
18,648
| – | – | 1.11% | 3 |
|
|
2018
Q2 | $1.84M | Buy |
18,648
+11,226
| +151% | +$1.11M | 0.93% | 4 |
|
|
2018
Q1 | $677K | Hold |
7,422
| – | – | 0.67% | 5 |
|
|
2017
Q4 | $635K | Buy |
+7,422
| New | +$635K | 0.38% | 94 |
|