Milestone Wealth’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$427K Hold
1,831
0.48% 29
2022
Q2
$470K Buy
1,831
+713
+64% +$183K 0.49% 26
2022
Q1
$376K Hold
1,118
0.31% 33
2021
Q4
$376K Buy
+1,118
New +$376K 0.3% 33