Southern Wealth Management’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-2,825	Closed	-$575K	–	56
2020 Q2	$575K	Buy	2,825 +1,011	+56%	+$206K	0.11%	41
2020 Q1	$286K	Sell	1,814 -695	-28%	-$110K	0.06%	45
2019 Q4	$396K	Buy	+2,509	New	+$396K	0.07%	47