VWM
Vector Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $1.25M | Buy |
20,097
+567
| +3% | +$35.2K | 0.88% | 19 |
|
|
2016
Q3 | $1.13M | Sell |
19,530
-383
| -2% | -$22.1K | 0.77% | 19 |
|
|
2016
Q2 | $1.02M | Sell |
19,913
-1,066
| -5% | -$54.6K | 0.69% | 22 |
|
|
2016
Q1 | $1.16M | Buy |
20,979
+427
| +2% | +$23.6K | 0.86% | 19 |
|
|
2015
Q4 | $1.14M | Buy |
20,552
+137
| +0.7% | +$7.61K | 0.89% | 18 |
|
|
2015
Q3 | $1.11M | Sell |
20,415
-81
| -0.4% | -$4.4K | 0.87% | 19 |
|
|
2015
Q2 | $905K | Buy |
20,496
+695
| +4% | +$30.7K | 0.71% | 19 |
|
|
2015
Q1 | $805K | Buy |
19,801
+8,167
| +70% | +$332K | 0.65% | 16 |
|
|
2014
Q4 | $540K | Sell |
11,634
-1,807
| -13% | -$83.9K | 0.41% | 27 |
|
|
2014
Q3 | $623K | Buy |
13,441
+766
| +6% | +$35.5K | 0.46% | 22 |
|
|
2014
Q2 | $529K | Buy |
12,675
+1,163
| +10% | +$48.5K | 0.39% | 25 |
|
|
2014
Q1 | $472K | Sell |
11,512
-1,274
| -10% | -$52.2K | 0.34% | 25 |
|
|
2013
Q4 | $478K | Buy |
12,786
+1,372
| +12% | +$51.3K | 0.34% | 27 |
|
|
2013
Q3 | $380K | Sell |
11,414
-583
| -5% | -$19.4K | 0.28% | 35 |
|
|
2013
Q2 | $415K | Buy |
+11,997
| New | +$415K | 0.3% | 32 |
|