LFA
Lighthouse Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.15M | Sell |
4,888
-282
| -5% | -$66.5K | 0.35% | 67 |
|
|
2020
Q4 | $1.15M | Sell |
5,170
-59
| -1% | -$13.1K | 0.39% | 62 |
|
|
2020
Q3 | $1.1M | Sell |
5,229
-359
| -6% | -$75.5K | 0.42% | 57 |
|
|
2020
Q2 | $1.14M | Buy |
5,588
+916
| +20% | +$186K | 0.48% | 56 |
|
|
2020
Q1 | $736K | Buy |
4,672
+136
| +3% | +$21.4K | 0.45% | 54 |
|
|
2019
Q4 | $715K | Buy |
+4,536
| New | +$715K | 0.34% | 57 |
|