MPS Loria Financial Planners’s Acme United Corp ACU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-2,550
| Closed | -$100K | – | 87 |
|
2021
Q1 | $100K | Sell |
2,550
-501
| -16% | -$19.6K | 0.05% | 114 |
|
2020
Q4 | $93K | Sell |
3,051
-200
| -6% | -$6.1K | 0.04% | 118 |
|
2020
Q3 | $75K | Hold |
3,251
| – | – | 0.04% | 117 |
|
2020
Q2 | $75K | Buy |
+3,251
| New | +$75K | 0.04% | 118 |
|
2017
Q3 | – | Sell |
-5,123
| Closed | -$144K | – | 74 |
|
2017
Q2 | $144K | Buy |
+5,123
| New | +$144K | 0.1% | 92 |
|