LPWM
Lake Point Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $155K | Hold |
602
| – | – | 0.09% | 38 |
|
|
2022
Q1 | $186K | Buy |
602
+12
| +2% | +$3.71K | 0.09% | 29 |
|
|
2021
Q4 | $198K | Sell |
590
-76
| -11% | -$25.5K | 0.09% | 33 |
|
|
2021
Q3 | $188K | Buy |
666
+69
| +12% | +$19.5K | 0.09% | 32 |
|
|
2021
Q2 | $162K | Buy |
+597
| New | +$162K | 0.08% | 32 |
|
|
2020
Q1 | $123K | Buy |
777
+192
| +33% | +$30.4K | 0.11% | 28 |
|
|
2019
Q4 | $92K | Buy |
+585
| New | +$92K | 0.03% | 79 |
|
|
2019
Q2 | $63K | Hold |
467
| – | – | 0.02% | 112 |
|
|
2019
Q1 | $63K | Sell |
467
-2,162
| -82% | -$292K | 0.02% | 112 |
|
|
2018
Q4 | $267K | Buy |
+2,629
| New | +$267K | 0.1% | 115 |
|