Focused Wealth Management’s Pluri PLUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,125
| Closed | -$162K | – | 997 |
|
|
2021
Q2 | $162K | Hold |
5,125
| – | – | 0.03% | 201 |
|
|
2021
Q1 | $196K | Hold |
5,125
| – | – | 0.03% | 169 |
|
|
2020
Q4 | $290K | Buy |
5,125
+4,375
| +583% | +$248K | 0.06% | 125 |
|
|
2020
Q3 | $63K | Hold |
750
| – | – | 0.01% | 290 |
|
|
2020
Q2 | $53K | Buy |
+750
| New | +$53K | 0.01% | 298 |
|
|
2018
Q1 | – | Sell |
-125
| Closed | -$14K | – | 718 |
|
|
2017
Q4 | $14K | Sell |
125
-125
| -50% | -$14K | ﹤0.01% | 419 |
|
|
2017
Q3 | $30K | Hold |
250
| – | – | 0.01% | 298 |
|
|
2017
Q2 | $26K | Buy |
250
+125
| +100% | +$13K | 0.01% | 350 |
|
|
2017
Q1 | $12K | Buy |
+125
| New | +$12K | ﹤0.01% | 440 |
|