KKAMG
Kernodle & Katon Asset Management Group’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | $136K | Buy |
2,067
+11
| +0.5% | +$724 | 0.08% | 114 |
|
2016
Q4 | $128K | Hold |
2,056
| – | – | 0.08% | 110 |
|
2016
Q3 | $118K | Sell |
2,056
-1,091
| -35% | -$62.6K | 0.07% | 123 |
|
2016
Q2 | $161K | Sell |
3,147
-9,106
| -74% | -$466K | 0.15% | 59 |
|
2016
Q1 | $677K | Buy |
12,253
+10,297
| +526% | +$569K | 0.64% | 15 |
|
2015
Q4 | $109K | Buy |
+1,956
| New | +$109K | 0.1% | 54 |
|