OptiFour Integrated Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.2M | Buy |
7,617
+51
| +0.7% | +$8.04K | 0.83% | 20 |
|
|
2019
Q3 | $1.05M | Sell |
7,566
-450
| -6% | -$62.6K | 0.75% | 21 |
|
|
2019
Q2 | $1.07M | Buy |
8,016
+3,970
| +98% | +$532K | 0.75% | 21 |
|
|
2019
Q1 | $477K | Sell |
4,046
-840
| -17% | -$99K | 0.39% | 27 |
|
|
2018
Q4 | $496K | Sell |
4,886
-47
| -1% | -$4.77K | 0.45% | 22 |
|
|
2018
Q3 | $564K | Sell |
4,933
-11
| -0.2% | -$1.26K | 0.46% | 24 |
|
|
2018
Q2 | $488K | Buy |
4,944
+77
| +2% | +$7.6K | 0.42% | 30 |
|
|
2018
Q1 | $444K | Sell |
4,867
-827
| -15% | -$75.4K | 0.37% | 37 |
|
|
2017
Q4 | $487K | Buy |
+5,694
| New | +$487K | 0.41% | 34 |
|