SBA
Secrest Blakey & Associates’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $322K | Sell |
1,533
-24
| -2% | -$5.04K | 0.74% | 40 |
|
|
2020
Q2 | $317K | Sell |
1,557
-4
| -0.3% | -$814 | 0.76% | 41 |
|
|
2020
Q1 | $246K | Buy |
1,561
+261
| +20% | +$41.1K | 0.67% | 48 |
|
|
2019
Q4 | $205K | Sell |
1,300
-5,317
| -80% | -$838K | 0.45% | 56 |
|
|
2019
Q3 | $920K | Sell |
6,617
-209
| -3% | -$29.1K | 0.76% | 37 |
|
|
2019
Q2 | $914K | Buy |
6,826
+160
| +2% | +$21.4K | 0.8% | 36 |
|
|
2019
Q1 | $786K | Sell |
6,666
-4,519
| -40% | -$533K | 0.76% | 42 |
|
|
2018
Q4 | $1.14M | Sell |
11,185
-270
| -2% | -$27.4K | 0.95% | 31 |
|
|
2018
Q3 | $1.31M | Sell |
11,455
-296
| -3% | -$33.9K | 1.01% | 26 |
|
|
2018
Q2 | $1.16M | Buy |
11,751
+357
| +3% | +$35.2K | 0.91% | 28 |
|
|
2018
Q1 | $1.04M | Sell |
11,394
-1,579
| -12% | -$144K | 0.89% | 28 |
|
|
2017
Q4 | $1.11M | Buy |
+12,973
| New | +$1.11M | 0.9% | 28 |
|