SW
Signify Wealth’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $932K | Buy |
2,211
+1
| +0% | +$422 | 1.05% | 19 |
|
|
2024
Q3 | $951K | Sell |
2,210
-98
| -4% | -$42.2K | 1.17% | 19 |
|
|
2024
Q2 | $1.03M | Sell |
2,308
-201
| -8% | -$89.8K | 1.48% | 17 |
|
|
2024
Q1 | $1.06M | Buy |
2,509
+294
| +13% | +$124K | 1.75% | 15 |
|
|
2023
Q4 | $833K | Sell |
2,215
-52
| -2% | -$19.6K | 1.26% | 19 |
|
|
2023
Q3 | $716K | Buy |
2,267
+146
| +7% | +$46.1K | 0.96% | 28 |
|
|
2023
Q2 | $722K | Buy |
+2,121
| New | +$722K | 0.62% | 22 |
|