Shine Investment Advisory Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.28M | Buy |
10,839
+712
| +7% | +$150K | 0.77% | 18 |
|
|
2020
Q2 | $2.06M | Sell |
10,127
-9
| -0.1% | -$1.83K | 0.75% | 18 |
|
|
2020
Q1 | $1.6M | Buy |
10,136
+26
| +0.3% | +$4.1K | 0.74% | 24 |
|
|
2019
Q4 | $1.59M | Sell |
10,110
-856
| -8% | -$135K | 0.64% | 29 |
|
|
2019
Q3 | $1.53M | Buy |
10,966
+22
| +0.2% | +$3.06K | 0.72% | 24 |
|
|
2019
Q2 | $1.47M | Buy |
10,944
+190
| +2% | +$25.5K | 0.68% | 25 |
|
|
2019
Q1 | $1.27M | Buy |
10,754
+750
| +7% | +$88.4K | 0.59% | 32 |
|
|
2018
Q4 | $1.02M | Buy |
10,004
+99
| +1% | +$10.1K | 0.5% | 36 |
|
|
2018
Q3 | $1.13M | Buy |
9,905
+148
| +2% | +$16.9K | 0.6% | 33 |
|
|
2018
Q2 | $962K | Buy |
9,757
+45
| +0.5% | +$4.44K | 0.49% | 36 |
|
|
2018
Q1 | $886K | Buy |
9,712
+292
| +3% | +$26.6K | 0.47% | 33 |
|
|
2017
Q4 | $806K | Sell |
9,420
-256
| -3% | -$21.9K | 0.4% | 39 |
|
|
2017
Q3 | $721K | Buy |
9,676
+261
| +3% | +$19.4K | 0.38% | 42 |
|
|
2017
Q2 | $649K | Buy |
9,415
+1,317
| +16% | +$90.8K | 0.33% | 42 |
|
|
2017
Q1 | $533K | Buy |
+8,098
| New | +$533K | 0.35% | 42 |
|