KWAG
Kiely Wealth Advisory Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.46M | Sell |
5,970
-120
| -2% | -$49.5K | 1.58% | 9 |
|
|
2024
Q3 | $2.58M | Sell |
6,090
-10
| -0.2% | -$4.24K | 1.63% | 9 |
|
|
2024
Q2 | $2.45M | Buy |
6,100
+267
| +5% | +$107K | 1.35% | 7 |
|
|
2024
Q1 | $2.34M | Hold |
5,833
| – | – | 1.33% | 7 |
|
|
2023
Q4 | $2.36M | Buy |
+5,833
| New | +$2.36M | 1.37% | 7 |
|