KIA
KLR Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.9M | Buy |
9,719
+39
| +0.4% | +$15.6K | 2.82% | 5 |
|
|
2023
Q4 | $3.64M | Buy |
9,680
+312
| +3% | +$117K | 2.63% | 5 |
|
|
2023
Q3 | $2.7M | Sell |
9,368
-37
| -0.4% | -$10.7K | 2.45% | 4 |
|
|
2023
Q2 | $3.2M | Sell |
9,405
-33
| -0.3% | -$11.2K | 2.64% | 4 |
|
|
2023
Q1 | $2.72M | Sell |
9,438
-588
| -6% | -$170K | 2.39% | 4 |
|
|
2022
Q4 | $2.4M | Buy |
+10,026
| New | +$2.4M | 1.98% | 8 |
|