LWM
Loveless Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.24M | Sell |
8,703
-13
| -0.1% | -$3.34K | 1.46% | 20 |
|
|
2022
Q1 | $2.69M | Buy |
8,716
+246
| +3% | +$75.8K | 1.52% | 18 |
|
|
2021
Q4 | $2.85M | Sell |
8,470
-279
| -3% | -$93.8K | 1.56% | 17 |
|
|
2021
Q3 | $2.47M | Sell |
8,749
-560
| -6% | -$158K | 1.5% | 20 |
|
|
2021
Q2 | $2.52M | Buy |
9,309
+210
| +2% | +$56.9K | 1.53% | 19 |
|
|
2021
Q1 | $2.15M | Sell |
9,099
-40
| -0.4% | -$9.43K | 1.42% | 21 |
|
|
2020
Q4 | $2.03M | Sell |
9,139
-1,196
| -12% | -$266K | 1.5% | 22 |
|
|
2020
Q3 | $2.17M | Sell |
10,335
-505
| -5% | -$106K | 1.83% | 15 |
|
|
2020
Q2 | $2.21M | Sell |
10,840
-689
| -6% | -$140K | 2.06% | 12 |
|
|
2020
Q1 | $1.82M | Sell |
11,529
-385
| -3% | -$60.7K | 2.14% | 9 |
|
|
2019
Q4 | $1.89M | Buy |
+11,914
| New | +$1.89M | 1.63% | 16 |
|