SMFS
Squar Milner Financial Services’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-27,422
| Closed | -$5.58M | – | 124 |
|
|
2020
Q2 | $5.58M | Sell |
27,422
-4,403
| -14% | -$896K | 3.17% | 4 |
|
|
2020
Q1 | $5.02M | Buy |
31,825
+1,077
| +4% | +$170K | 3.02% | 5 |
|
|
2019
Q4 | $4.85M | Buy |
30,748
+3,999
| +15% | +$631K | 2.42% | 5 |
|
|
2019
Q3 | $5.63M | Buy |
26,749
+6,662
| +33% | +$1.4M | 2.87% | 6 |
|
|
2019
Q2 | $2.69M | Buy |
20,087
+2,296
| +13% | +$308K | 1.81% | 7 |
|
|
2019
Q1 | $2.1M | Buy |
17,791
+1,456
| +9% | +$172K | 1.55% | 9 |
|
|
2018
Q4 | $1.66M | Buy |
16,335
+165
| +1% | +$16.8K | 1.59% | 7 |
|
|
2018
Q3 | $1.85M | Buy |
16,170
+4,944
| +44% | +$565K | 1.66% | 6 |
|
|
2018
Q2 | $1.11M | Buy |
11,226
+1,748
| +18% | +$172K | 0.98% | 18 |
|
|
2018
Q1 | $865K | Buy |
9,478
+150
| +2% | +$13.7K | 1.09% | 19 |
|
|
2017
Q4 | $876K | Buy |
+9,328
| New | +$876K | 1.06% | 20 |
|