TAM
Tradition Asset Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $11.1M | Sell |
54,413
-6,097
| -10% | -$1.24M | 3.17% | 1 |
|
|
2020
Q1 | $9.54M | Sell |
60,510
-1,583
| -3% | -$250K | 3.19% | 3 |
|
|
2019
Q4 | $9.79M | Sell |
62,093
-2,120
| -3% | -$334K | 2.38% | 4 |
|
|
2019
Q3 | $8.93M | Sell |
64,213
-5,412
| -8% | -$752K | 2.31% | 3 |
|
|
2019
Q2 | $9.33M | Buy |
+69,625
| New | +$9.33M | 2.42% | 2 |
|