Keystone Wealth Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $437K | Sell |
1,416
-496
| -26% | -$153K | 0.2% | 19 |
|
|
2021
Q4 | $643K | Sell |
1,912
-1,296
| -40% | -$436K | 0.28% | 22 |
|
|
2021
Q3 | $905K | Buy |
3,208
+674
| +27% | +$190K | 0.5% | 17 |
|
|
2021
Q2 | $686K | Buy |
2,534
+549
| +28% | +$149K | 0.41% | 16 |
|
|
2021
Q1 | $468K | Buy |
1,985
+655
| +49% | +$154K | 0.32% | 17 |
|
|
2020
Q4 | $296K | Buy |
+1,330
| New | +$296K | 0.23% | 20 |
|