KIA
King Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-4,520
| Closed | -$202K | – | 15 |
|
|
2015
Q3 | $202K | Sell |
4,520
-22,587
| -83% | -$1.01M | 1.37% | 23 |
|
|
2015
Q2 | $1.2M | Sell |
27,107
-140,051
| -84% | -$6.2M | 2.76% | 7 |
|
|
2015
Q1 | $6.8M | Sell |
167,158
-38,097
| -19% | -$1.55M | 3.24% | 7 |
|
|
2014
Q4 | $9.54M | Sell |
205,255
-750
| -0.4% | -$34.8K | 4.25% | 2 |
|
|
2014
Q3 | $9.55M | Sell |
206,005
-1,630
| -0.8% | -$75.6K | 4.35% | 2 |
|
|
2014
Q2 | $8.66M | Sell |
207,635
-2,915
| -1% | -$122K | 3.68% | 3 |
|
|
2014
Q1 | $8.63M | Sell |
210,550
-9,715
| -4% | -$398K | 3.96% | 1 |
|
|
2013
Q4 | $8.24M | Sell |
220,265
-11,200
| -5% | -$419K | 3.77% | 3 |
|
|
2013
Q3 | $7.7M | Buy |
231,465
+193,390
| +508% | +$6.44M | 3.32% | 4 |
|
|
2013
Q2 | $1.32M | Buy |
+38,075
| New | +$1.32M | 0.55% | 46 |
|