SWMG
Strategic Wealth Management Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.95M | Sell |
7,199
-1,434
| -17% | -$388K | 0.71% | 24 |
|
|
2021
Q1 | $2.04M | Sell |
8,633
-528
| -6% | -$124K | 0.78% | 21 |
|
|
2020
Q4 | $2.04M | Buy |
9,161
+299
| +3% | +$66.5K | 0.88% | 17 |
|
|
2020
Q3 | $1.86M | Buy |
8,862
+797
| +10% | +$168K | 0.91% | 18 |
|
|
2020
Q2 | $1.64M | Buy |
8,065
+272
| +3% | +$55.3K | 0.97% | 20 |
|
|
2020
Q1 | $1.23M | Buy |
7,793
+364
| +5% | +$57.4K | 0.91% | 19 |
|
|
2019
Q4 | $1.17M | Buy |
7,429
+1,225
| +20% | +$193K | 0.76% | 23 |
|
|
2019
Q3 | $863K | Sell |
6,204
-166
| -3% | -$23.1K | 0.62% | 29 |
|
|
2019
Q2 | $853K | Buy |
6,370
+49
| +0.8% | +$6.56K | 0.65% | 28 |
|
|
2019
Q1 | $746K | Sell |
6,321
-925
| -13% | -$109K | 0.61% | 28 |
|
|
2018
Q4 | $736K | Buy |
+7,246
| New | +$736K | 0.71% | 28 |
|