LDFR
Lehman & Derafelo Financial Resources’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.49M | Buy |
10,404
+374
| +4% | +$89.7K | 0.74% | 21 |
|
|
2022
Q3 | $2.34M | Sell |
10,030
-8
| -0.1% | -$1.86K | 0.74% | 22 |
|
|
2022
Q2 | $2.58M | Sell |
10,038
-637
| -6% | -$164K | 0.8% | 20 |
|
|
2022
Q1 | $3.29M | Buy |
10,675
+10
| +0.1% | +$3.08K | 0.92% | 17 |
|
|
2021
Q4 | $3.59M | Sell |
10,665
-461
| -4% | -$155K | 1.08% | 14 |
|
|
2021
Q3 | $3.14M | Sell |
11,126
-721
| -6% | -$203K | 1.02% | 17 |
|
|
2021
Q2 | $3.21M | Buy |
11,847
+47
| +0.4% | +$12.7K | 0.88% | 19 |
|
|
2021
Q1 | $2.78M | Buy |
11,800
+43
| +0.4% | +$10.1K | 0.78% | 22 |
|
|
2020
Q4 | $2.62M | Sell |
11,757
-100
| -0.8% | -$22.2K | 0.78% | 22 |
|
|
2020
Q3 | $2.49M | Buy |
11,857
+775
| +7% | +$163K | 0.79% | 18 |
|
|
2020
Q2 | $2.26M | Sell |
11,082
-398
| -3% | -$81K | 0.79% | 21 |
|
|
2020
Q1 | $1.81M | Buy |
11,480
+2,365
| +26% | +$373K | 0.75% | 26 |
|
|
2019
Q4 | $1.44M | Buy |
9,115
+747
| +9% | +$118K | 0.52% | 38 |
|
|
2019
Q3 | $1.16M | Buy |
8,368
+3,556
| +74% | +$494K | 0.44% | 40 |
|
|
2019
Q2 | $660K | Buy |
4,812
+102
| +2% | +$14K | 0.27% | 53 |
|
|
2019
Q1 | $556K | Hold |
4,710
| – | – | 0.24% | 55 |
|
|
2018
Q4 | $478K | Buy |
+4,710
| New | +$478K | 0.24% | 54 |
|