Lucia Wealth Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $23.3M | Buy |
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|
2020
Q2 | $21.5M | Buy |
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|
2020
Q1 | $15.2M | Sell |
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|
2019
Q4 | $17.2M | Sell |
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|
2019
Q3 | $15.5M | Sell |
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|
2019
Q2 | $15.1M | Sell |
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|
2019
Q1 | $13.9M | Buy |
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|
2018
Q4 | $9.76M | Sell |
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|
2018
Q3 | $13M | Buy |
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|
2018
Q2 | $10.9M | Buy |
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|
2018
Q1 | $8.64M | Sell |
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|
2017
Q4 | $9.7M | Buy |
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