Swaine & Leidel Wealth Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $3.18K | Buy |
+3,179
| New | +$3.18K | 2.45% | 24 |
|
|
2021
Q3 | $4.31M | Buy |
+15,290
| New | +$4.31M | 3.8% | 8 |
|
|
2021
Q1 | $3.18M | Sell |
13,484
-63
| -0.5% | -$14.9K | 2.05% | 30 |
|
|
2020
Q4 | $3.01M | Buy |
13,547
+2,279
| +20% | +$507K | 2.18% | 26 |
|
|
2020
Q3 | $2.37M | Sell |
11,268
-2,138
| -16% | -$450K | 2.31% | 24 |
|
|
2020
Q2 | $2.73M | Buy |
13,406
+491
| +4% | +$99.9K | 2.78% | 18 |
|
|
2020
Q1 | $2.04M | Buy |
+12,915
| New | +$2.04M | 2.11% | 30 |
|