NWM
Navigation Wealth Management’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-36
| Closed | -$8K | – | 28 |
|
2022
Q3 | $8K | Hold |
36
| – | – | 0.86% | 17 |
|
2022
Q2 | $9K | Hold |
36
| – | – | 1% | 15 |
|
2022
Q1 | $11K | Hold |
36
| – | – | 0.1% | 13 |
|
2021
Q4 | $12K | Hold |
36
| – | – | 0.01% | 29 |
|
2021
Q3 | $11K | Buy |
+36
| New | +$11K | 0.07% | 27 |
|