MJP
Michael J. Puzo’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-750
| Closed | -$201K | – | 72 |
|
|
2019
Q4 | $201K | Buy |
+750
| New | +$201K | 0.07% | 79 |
|
|
2019
Q3 | – | Sell |
-750
| Closed | -$215K | – | 81 |
|
|
2019
Q2 | $215K | Buy |
+750
| New | +$215K | 0.08% | 82 |
|
|
2016
Q3 | – | Sell |
-1,380
| Closed | -$222K | – | 76 |
|
|
2016
Q2 | $222K | Sell |
1,380
-225
| -14% | -$36.2K | 0.15% | 72 |
|
|
2016
Q1 | $242K | Buy |
1,605
+305
| +23% | +$46K | 0.16% | 71 |
|
|
2015
Q4 | $212K | Buy |
+1,300
| New | +$212K | 0.15% | 68 |
|