LifePlan Financial Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $601K | Sell |
2,858
-119
| -4% | -$25K | 0.26% | 68 |
|
|
2020
Q2 | $606K | Hold |
2,977
| – | – | 0.28% | 67 |
|
|
2020
Q1 | $469K | Buy |
2,977
+65
| +2% | +$10.2K | 0.25% | 68 |
|
|
2019
Q4 | $459K | Hold |
2,912
| – | – | 0.2% | 85 |
|
|
2019
Q3 | $405K | Hold |
2,912
| – | – | 0.19% | 86 |
|
|
2019
Q2 | $390K | Hold |
2,912
| – | – | 0.19% | 85 |
|
|
2019
Q1 | $343K | Hold |
2,912
| – | – | 0.18% | 93 |
|
|
2018
Q4 | $296K | Buy |
2,912
+11
| +0.4% | +$1.12K | 0.18% | 92 |
|
|
2018
Q3 | $332K | Hold |
2,901
| – | – | 0.18% | 93 |
|
|
2018
Q2 | $286K | Buy |
2,901
+42
| +1% | +$4.14K | 0.16% | 100 |
|
|
2018
Q1 | $261K | Buy |
+2,859
| New | +$261K | 0.15% | 101 |
|
|
2014
Q2 | – | Sell |
-2,201
| Closed | -$90K | – | 156 |
|
|
2014
Q1 | $90K | Hold |
2,201
| – | – | 0.07% | 87 |
|
|
2013
Q4 | $82K | Buy |
2,201
+262
| +14% | +$9.76K | 0.06% | 91 |
|
|
2013
Q3 | $65K | Sell |
1,939
-43
| -2% | -$1.44K | 0.05% | 95 |
|
|
2013
Q2 | $68K | Buy |
+1,982
| New | +$68K | 0.08% | 68 |
|