Novak Financial Planning’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,337
Closed -$315K 122
2021
Q1
$315K Buy
1,337
+1
+0.1% +$236 0.17% 99
2020
Q4
$297K Buy
+1,336
New +$297K 0.17% 95