Kays Financial Advisory’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.55M | Buy |
12,102
+135
| +1% | +$28.4K | 0.41% | 41 |
|
|
2020
Q2 | $2.44M | Buy |
11,967
+126
| +1% | +$25.6K | 0.42% | 39 |
|
|
2020
Q1 | $1.87M | Buy |
11,841
+10,156
| +603% | +$1.6M | 0.38% | 41 |
|
|
2019
Q4 | $266K | Sell |
1,685
-1,442
| -46% | -$228K | 0.05% | 72 |
|
|
2019
Q3 | $435K | Sell |
3,127
-73
| -2% | -$10.2K | 0.08% | 80 |
|
|
2019
Q2 | $428K | Buy |
3,200
+97
| +3% | +$13K | 0.08% | 76 |
|
|
2019
Q1 | $366K | Buy |
+3,103
| New | +$366K | 0.07% | 83 |
|
|
2018
Q1 | – | Sell |
-2,762
| Closed | -$237K | – | 83 |
|
|
2017
Q4 | $237K | Buy |
+2,762
| New | +$237K | 0.07% | 76 |
|