MPS Loria Financial Planners’s Applied Industrial Technologies AIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-300
| Closed | -$27K | – | 100 |
|
|
2021
Q1 | $27K | Hold |
300
| – | – | 0.01% | 212 |
|
|
2020
Q4 | $23K | Hold |
300
| – | – | 0.01% | 222 |
|
|
2020
Q3 | $17K | Hold |
300
| – | – | 0.01% | 206 |
|
|
2020
Q2 | $19K | Buy |
+300
| New | +$19K | 0.01% | 203 |
|
|
2017
Q3 | – | Sell |
-300
| Closed | -$17K | – | 81 |
|
|
2017
Q2 | $17K | Buy |
+300
| New | +$17K | 0.01% | 244 |
|