Zacks Investment Management’s Strategy Inc Common Stock Class A MSTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-30,730
| Closed | -$1.05M | – | 674 |
|
|
2023
Q2 | $1.05M | Buy |
+30,730
| New | +$1.05M | 0.01% | 366 |
|
|
2021
Q1 | – | Sell |
-14,620
| Closed | -$568K | – | 550 |
|
|
2020
Q4 | $568K | Buy |
+14,620
| New | +$568K | 0.01% | 410 |
|
|
2019
Q2 | – | Sell |
-64,570
| Closed | -$931K | – | 593 |
|
|
2019
Q1 | $931K | Sell |
64,570
-2,170
| -3% | -$31.3K | 0.02% | 406 |
|
|
2018
Q4 | $853K | Buy |
+66,740
| New | +$853K | 0.02% | 379 |
|
|
2017
Q3 | – | Sell |
-11,580
| Closed | -$222K | – | 632 |
|
|
2017
Q2 | $222K | Buy |
+11,580
| New | +$222K | 0.01% | 522 |
|
|
2015
Q4 | – | Sell |
-78,960
| Closed | -$1.55M | – | 624 |
|
|
2015
Q3 | $1.55M | Buy |
78,960
+47,970
| +155% | +$942K | 0.05% | 221 |
|
|
2015
Q2 | $527K | Buy |
30,990
+14,760
| +91% | +$251K | 0.02% | 432 |
|
|
2015
Q1 | $275K | Buy |
+16,230
| New | +$275K | 0.01% | 521 |
|
|
2014
Q4 | – | Sell |
-16,760
| Closed | -$219K | – | 709 |
|
|
2014
Q3 | $219K | Buy |
+16,760
| New | +$219K | 0.01% | 619 |
|