MPS Loria Financial Planners’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,252
| Closed | -$28K | – | 160 |
|
|
2021
Q1 | $28K | Hold |
1,252
| – | – | 0.01% | 209 |
|
|
2020
Q4 | $22K | Hold |
1,252
| – | – | 0.01% | 228 |
|
|
2020
Q3 | $22K | Hold |
1,252
| – | – | 0.01% | 188 |
|
|
2020
Q2 | $26K | Buy |
+1,252
| New | +$26K | 0.01% | 179 |
|
|
2017
Q3 | – | Sell |
-1,300
| Closed | -$24K | – | 114 |
|
|
2017
Q2 | $24K | Buy |
+1,300
| New | +$24K | 0.02% | 214 |
|