Welch Investments’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | $5.21M | Sell |
60,948
-156
| -0.3% | -$13.3K | 3.31% | 9 |
|
2017
Q3 | $4.55M | Buy |
61,104
+57,507
| +1,599% | +$4.28M | 3.14% | 19 |
|
2017
Q2 | $248K | Hold |
3,597
| – | – | 0.18% | 38 |
|
2017
Q1 | $237K | Buy |
3,597
+1,030
| +40% | +$67.9K | 0.19% | 39 |
|
2016
Q4 | $160K | Buy |
+2,567
| New | +$160K | 0.14% | 41 |
|