OAM
Optimal Asset Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4.82M | Hold |
17,100
| – | – | 0.6% | 36 |
|
|
2021
Q2 | $4.63M | Hold |
17,100
| – | – | 0.55% | 48 |
|
|
2021
Q1 | $4.03M | Buy |
17,100
+4,600
| +37% | +$1.08M | 0.52% | 60 |
|
|
2020
Q4 | $2.78M | Hold |
12,500
| – | – | 0.39% | 76 |
|
|
2020
Q3 | $2.63M | Buy |
12,500
+3,300
| +36% | +$694K | 0.38% | 79 |
|
|
2020
Q2 | $1.87M | Sell |
9,200
-19,600
| -68% | -$3.99M | 0.3% | 120 |
|
|
2020
Q1 | $4.54K | Buy |
28,800
+4,139
| +17% | +$653 | 0.43% | 70 |
|
|
2019
Q4 | $3.89M | Buy |
+24,661
| New | +$3.89M | 0.59% | 38 |
|