SPC
Salient Private Client’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $5.75M | Buy |
50,264
+2,164
| +4% | +$248K | 1.12% | 28 |
|
|
2018
Q2 | $4.74M | Sell |
48,100
-13,575
| -22% | -$1.34M | 0.8% | 41 |
|
|
2018
Q1 | $5.63M | Buy |
61,675
+12,414
| +25% | +$1.13M | 0.99% | 35 |
|
|
2017
Q4 | $4.21M | Buy |
+49,261
| New | +$4.21M | 0.86% | 39 |
|