MPS Loria Financial Planners’s Barnes Group Inc. B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-900
| Closed | -$44K | – | 583 |
|
|
2021
Q1 | $44K | Hold |
900
| – | – | 0.02% | 177 |
|
|
2020
Q4 | $44K | Hold |
900
| – | – | 0.02% | 169 |
|
|
2020
Q3 | $32K | Buy |
900
+200
| +29% | +$7.11K | 0.02% | 172 |
|
|
2020
Q2 | $28K | Buy |
+700
| New | +$28K | 0.02% | 178 |
|
|
2017
Q3 | – | Sell |
-700
| Closed | -$42K | – | 356 |
|
|
2017
Q2 | $42K | Buy |
+700
| New | +$42K | 0.03% | 165 |
|