RDM
Retirement Design & Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-95,691
| Closed | -$4.9M | – | 39 |
|
|
2016
Q2 | $4.9M | Sell |
95,691
-642
| -0.7% | -$32.9K | 3.06% | 8 |
|
|
2016
Q1 | $5.32M | Sell |
96,333
-1,081
| -1% | -$59.7K | 3.8% | 7 |
|
|
2015
Q4 | $5.41M | Sell |
97,414
-134
| -0.1% | -$7.44K | 3.02% | 11 |
|
|
2015
Q3 | $4.32M | Buy |
97,548
+755
| +0.8% | +$33.4K | 4.46% | 5 |
|
|
2015
Q2 | $4.27M | Buy |
96,793
+633
| +0.7% | +$27.9K | 3.67% | 6 |
|
|
2015
Q1 | $3.91M | Sell |
96,160
-569
| -0.6% | -$23.1K | 3.4% | 7 |
|
|
2014
Q4 | $4.49M | Buy |
+96,729
| New | +$4.49M | 3.4% | 4 |
|