LWM
LBA Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $2.03M | Sell |
30,753
-1,440
| -4% | -$94.8K | 1.07% | 15 |
|
|
2016
Q4 | $2M | Sell |
32,193
-323
| -1% | -$20.1K | 1.1% | 15 |
|
|
2016
Q3 | $1.87M | Sell |
32,516
-622
| -2% | -$35.8K | 1.06% | 13 |
|
|
2016
Q2 | $1.7M | Sell |
33,138
-1,039
| -3% | -$53.2K | 0.95% | 15 |
|
|
2016
Q1 | $1.89M | Buy |
34,177
+1,372
| +4% | +$75.8K | 1.09% | 14 |
|
|
2015
Q4 | $1.82M | Buy |
32,805
+830
| +3% | +$46K | 1.05% | 14 |
|
|
2015
Q3 | $1.42M | Sell |
31,975
-1,739
| -5% | -$77K | 0.89% | 18 |
|
|
2015
Q2 | $1.49M | Sell |
33,714
-1,325
| -4% | -$58.5K | 0.93% | 19 |
|
|
2015
Q1 | $1.43M | Buy |
35,039
+750
| +2% | +$30.5K | 0.9% | 20 |
|
|
2014
Q4 | $1.59M | Sell |
34,289
-5,413
| -14% | -$251K | 1.06% | 17 |
|
|
2014
Q3 | $1.84M | Buy |
39,702
+478
| +1% | +$22.2K | 1.28% | 13 |
|
|
2014
Q2 | $1.64M | Sell |
39,224
-470
| -1% | -$19.6K | 1.33% | 14 |
|
|
2014
Q1 | $1.63M | Sell |
39,694
-665
| -2% | -$27.3K | 1.33% | 12 |
|
|
2013
Q4 | $1.51M | Buy |
+40,359
| New | +$1.51M | 1.24% | 15 |
|