NEGWA
New England Guild Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $328K | Buy |
1,369
+31
| +2% | +$7.43K | 0.17% | 54 |
|
|
2022
Q3 | $312K | Buy |
1,338
+70
| +6% | +$16.3K | 0.19% | 49 |
|
|
2022
Q2 | $326K | Sell |
1,268
-74
| -6% | -$19K | 0.2% | 51 |
|
|
2022
Q1 | $414K | Buy |
1,342
+205
| +18% | +$63.2K | 0.22% | 49 |
|
|
2021
Q4 | $382K | Hold |
1,137
| – | – | 0.19% | 54 |
|
|
2021
Q3 | $320K | Buy |
1,137
+1
| +0.1% | +$281 | 0.17% | 54 |
|
|
2021
Q2 | $308K | Buy |
1,136
+135
| +13% | +$36.6K | 0.17% | 53 |
|
|
2021
Q1 | $236K | Buy |
1,001
+1
| +0.1% | +$236 | 0.13% | 60 |
|
|
2020
Q4 | $223K | Buy |
1,000
+10
| +1% | +$2.23K | 0.13% | 54 |
|
|
2020
Q3 | $208K | Hold |
990
| – | – | 0.15% | 51 |
|
|
2020
Q2 | $201K | Buy |
+990
| New | +$201K | 0.15% | 54 |
|