PWM
ParenteBeard Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $15.7K | Sell |
728
-18,700
| -96% | -$403K | 0.19% | 46 |
|
|
2014
Q3 | $901K | Buy |
19,428
+6,196
| +47% | +$287K | 0.38% | 39 |
|
|
2014
Q2 | $552K | Buy |
13,232
+220
| +2% | +$9.18K | 0.24% | 50 |
|
|
2014
Q1 | $533K | Sell |
13,012
-38,081
| -75% | -$1.56M | 0.26% | 53 |
|
|
2013
Q4 | $1.91M | Buy |
51,093
+37,729
| +282% | +$1.41M | 0.75% | 32 |
|
|
2013
Q3 | $445K | Sell |
13,364
-295
| -2% | -$9.82K | 0.22% | 58 |
|
|
2013
Q2 | $472K | Buy |
+13,659
| New | +$472K | 0.21% | 60 |
|