LA
Lucus Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-4,708
| Closed | -$351K | – | 229 |
|
|
2017
Q3 | $351K | Buy |
+4,708
| New | +$351K | 0.49% | 39 |
|
|
2015
Q3 | – | Sell |
-10,965
| Closed | -$484K | – | 358 |
|
|
2015
Q2 | $484K | Buy |
10,965
+2,407
| +28% | +$106K | 0.23% | 231 |
|
|
2015
Q1 | $348K | Buy |
+8,558
| New | +$348K | 0.18% | 245 |
|