Staton Financial Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $4.88M | Sell |
70,816
-2,282
| -3% | -$157K | 4.14% | 3 |
|
2017
Q1 | $4.81M | Sell |
73,098
-3,109
| -4% | -$205K | 4.14% | 3 |
|
2016
Q4 | $4.74M | Sell |
76,207
-1,521
| -2% | -$94.5K | 4.27% | 3 |
|
2016
Q3 | $4.48M | Sell |
77,728
-9,590
| -11% | -$552K | 4.1% | 5 |
|
2016
Q2 | $4.47M | Sell |
87,318
-7,589
| -8% | -$388K | 4.09% | 6 |
|
2016
Q1 | $5.24M | Sell |
94,907
-21,588
| -19% | -$1.19M | 5.02% | 2 |
|
2015
Q4 | $6.46M | Sell |
116,495
-6,456
| -5% | -$358K | 6.61% | 1 |
|
2015
Q3 | $5.44M | Sell |
122,951
-10,170
| -8% | -$450K | 5.77% | 1 |
|
2015
Q2 | $5.88M | Buy |
133,121
+866
| +0.7% | +$38.2K | 5.58% | 1 |
|
2015
Q1 | $5.38M | Buy |
+132,255
| New | +$5.38M | 4.91% | 4 |
|