LWP
Lumature Wealth Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.67M | Sell |
7,831
-401
| -5% | -$137K | 1.58% | 12 |
|
|
2023
Q1 | $2.37M | Sell |
8,232
-512
| -6% | -$148K | 1.33% | 12 |
|
|
2022
Q4 | $2.1M | Sell |
8,744
-78
| -0.9% | -$18.7K | 1.17% | 15 |
|
|
2022
Q3 | $2.06M | Buy |
8,822
+441
| +5% | +$103K | 1.1% | 14 |
|
|
2022
Q2 | $2.15M | Sell |
8,381
-633
| -7% | -$163K | 0.96% | 17 |
|
|
2022
Q1 | $2.78M | Buy |
9,014
+20
| +0.2% | +$6.17K | 1.12% | 14 |
|
|
2021
Q4 | $3.03M | Buy |
8,994
+131
| +1% | +$44.1K | 1.18% | 14 |
|
|
2021
Q3 | $2.5M | Buy |
8,863
+275
| +3% | +$77.5K | 1.02% | 16 |
|
|
2021
Q2 | $2.33M | Buy |
8,588
+529
| +7% | +$143K | 0.96% | 20 |
|
|
2021
Q1 | $1.9M | Buy |
8,059
+781
| +11% | +$184K | 1% | 20 |
|
|
2020
Q4 | $1.62M | Buy |
+7,278
| New | +$1.62M | 1.53% | 14 |
|