WEPOG
Wealth Enhancement & Preservation of GA’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.06M | Buy |
3,104
+230
| +8% | +$78.3K | 1.01% | 14 |
|
|
2023
Q1 | $829K | Buy |
2,874
+7
| +0.2% | +$2.02K | 0.99% | 17 |
|
|
2022
Q4 | $687K | Buy |
2,867
+767
| +37% | +$184K | 1.12% | 17 |
|
|
2022
Q3 | $489K | Sell |
2,100
-2,532
| -55% | -$590K | 0.78% | 26 |
|
|
2022
Q2 | $1.23M | Sell |
4,632
-475
| -9% | -$126K | 1.31% | 18 |
|
|
2022
Q1 | $1.57M | Buy |
5,107
+112
| +2% | +$34.5K | 1.21% | 18 |
|
|
2021
Q4 | $1.68M | Buy |
4,995
+34
| +0.7% | +$11.4K | 1.13% | 18 |
|
|
2021
Q3 | $1.4M | Sell |
4,961
-27
| -0.5% | -$7.61K | 1.08% | 20 |
|
|
2021
Q2 | $1.35M | Buy |
4,988
+369
| +8% | +$99.9K | 0.99% | 22 |
|
|
2021
Q1 | $1.19M | Sell |
4,619
-51
| -1% | -$13.2K | 0.92% | 23 |
|
|
2020
Q4 | $1.04M | Buy |
4,670
+506
| +12% | +$113K | 0.9% | 23 |
|
|
2020
Q3 | $853K | Buy |
4,164
+779
| +23% | +$160K | 0.88% | 23 |
|
|
2020
Q2 | $671K | Sell |
3,385
-1,837
| -35% | -$364K | 0.83% | 20 |
|
|
2020
Q1 | $783K | Sell |
5,222
-7,030
| -57% | -$1.05M | 0.74% | 14 |
|
|
2019
Q4 | $1.91M | Buy |
+12,252
| New | +$1.91M | 0.98% | 14 |
|