MKD Wealth Coaches’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $407K | Buy |
1,210
+910
| +303% | +$306K | 0.56% | 15 |
|
|
2021
Q3 | $85K | Hold |
300
| – | – | 0.13% | 24 |
|
|
2021
Q2 | $81K | Hold |
300
| – | – | 0.13% | 21 |
|
|
2021
Q1 | $71K | Hold |
300
| – | – | 0.12% | 21 |
|
|
2020
Q4 | $67K | Hold |
300
| – | – | 0.11% | 24 |
|
|
2020
Q3 | $63K | Sell |
300
-1,021
| -77% | -$214K | 0.09% | 32 |
|
|
2020
Q2 | $269K | Buy |
+1,321
| New | +$269K | 0.34% | 29 |
|
|
2019
Q3 | – | Sell |
-3,595
| Closed | -$113K | – | 147 |
|
|
2019
Q2 | $113K | Buy |
3,595
+2,770
| +336% | +$87.1K | 0.1% | 62 |
|
|
2019
Q1 | $97K | Buy |
825
+525
| +175% | +$61.7K | 0.1% | 64 |
|
|
2018
Q4 | $30K | Buy |
+300
| New | +$30K | 0.04% | 98 |
|