MPS Loria Financial Planners’s Ametek AME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-580
| Closed | -$74K | – | 113 |
|
|
2021
Q1 | $74K | Sell |
580
-1
| -0.2% | -$128 | 0.03% | 134 |
|
|
2020
Q4 | $69K | Buy |
581
+20
| +4% | +$2.38K | 0.03% | 139 |
|
|
2020
Q3 | $56K | Hold |
561
| – | – | 0.03% | 139 |
|
|
2020
Q2 | $50K | Buy |
+561
| New | +$50K | 0.03% | 143 |
|
|
2017
Q3 | – | Sell |
-555
| Closed | -$35K | – | 84 |
|
|
2017
Q2 | $35K | Buy |
+555
| New | +$35K | 0.02% | 178 |
|