OA
Opes Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $216K | Sell |
2,123
-291
| -12% | -$29.6K | 0.15% | 39 |
|
|
2018
Q3 | $276K | Sell |
2,414
-712
| -23% | -$81.4K | 0.2% | 33 |
|
|
2018
Q2 | $308K | Buy |
3,126
+385
| +14% | +$37.9K | 0.23% | 37 |
|
|
2018
Q1 | $250K | Sell |
2,741
-284
| -9% | -$25.9K | 0.2% | 34 |
|
|
2017
Q4 | $259K | Buy |
+3,025
| New | +$259K | 0.18% | 35 |
|
|
2017
Q3 | – | Sell |
-5,497
| Closed | -$402K | – | 48 |
|
|
2017
Q2 | $402K | Sell |
5,497
-284
| -5% | -$20.8K | 0.25% | 39 |
|
|
2017
Q1 | $381K | Buy |
+5,781
| New | +$381K | 0.27% | 38 |
|