VAM
Visionary Asset Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $729K | Buy |
7,180
+2,325
| +48% | +$236K | 0.29% | 18 |
|
|
2018
Q3 | $555K | Buy |
+4,855
| New | +$555K | 0.18% | 103 |
|
|
2016
Q2 | – | Sell |
-6,766
| Closed | -$374K | – | 96 |
|
|
2016
Q1 | $374K | Buy |
+6,766
| New | +$374K | 0.13% | 90 |
|
|
2015
Q1 | – | Sell |
-64
| Closed | -$3K | – | 161 |
|
|
2014
Q4 | $3K | Sell |
64
-34
| -35% | -$1.59K | ﹤0.01% | 167 |
|
|
2014
Q3 | $5K | Sell |
98
-3,205
| -97% | -$164K | ﹤0.01% | 111 |
|
|
2014
Q2 | $138K | Sell |
3,303
-2,423
| -42% | -$101K | 0.03% | 103 |
|
|
2014
Q1 | $235K | Sell |
5,726
-182
| -3% | -$7.47K | 0.06% | 102 |
|
|
2013
Q4 | $221K | Sell |
5,908
-171
| -3% | -$6.4K | 0.06% | 56 |
|
|
2013
Q3 | $200K | Buy |
+6,079
| New | +$200K | 0.06% | 107 |
|