PEA
Pacific Edge Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.08M | Hold |
3,838
| – | – | 0.53% | 22 |
|
|
2021
Q2 | $1.04M | Sell |
3,838
-745
| -16% | -$202K | 0.54% | 20 |
|
|
2021
Q1 | $1.08M | Sell |
4,583
-150
| -3% | -$35.4K | 0.52% | 21 |
|
|
2020
Q4 | $1.05M | Sell |
4,733
-173
| -4% | -$38.5K | 0.55% | 21 |
|
|
2020
Q3 | $1.03M | Sell |
4,906
-120
| -2% | -$25.2K | 0.59% | 21 |
|
|
2020
Q2 | $1.02M | Sell |
5,026
-100
| -2% | -$20.4K | 0.6% | 19 |
|
|
2020
Q1 | $808K | Buy |
5,126
+193
| +4% | +$30.4K | 0.58% | 17 |
|
|
2019
Q4 | $778K | Buy |
4,933
+1,233
| +33% | +$194K | 0.47% | 25 |
|
|
2019
Q3 | $514K | Sell |
3,700
-250
| -6% | -$34.7K | 0.34% | 26 |
|
|
2019
Q2 | $529K | Sell |
3,950
-850
| -18% | -$114K | 0.35% | 26 |
|
|
2019
Q1 | $566K | Sell |
4,800
-301
| -6% | -$35.5K | 0.34% | 24 |
|
|
2018
Q4 | $518K | Hold |
5,101
| – | – | 0.33% | 28 |
|
|
2018
Q3 | $583K | Hold |
5,101
| – | – | 0.32% | 19 |
|
|
2018
Q2 | $503K | Sell |
5,101
-60
| -1% | -$5.92K | 0.28% | 23 |
|
|
2018
Q1 | $471K | Buy |
+5,161
| New | +$471K | 0.29% | 22 |
|