MPS Loria Financial Planners’s Cracker Barrel CBRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-484
| Closed | -$83K | – | 171 |
|
|
2021
Q1 | $83K | Sell |
484
-60
| -11% | -$10.3K | 0.04% | 126 |
|
|
2020
Q4 | $69K | Buy |
544
+60
| +12% | +$7.61K | 0.03% | 140 |
|
|
2020
Q3 | $56K | Buy |
484
+4
| +0.8% | +$463 | 0.03% | 140 |
|
|
2020
Q2 | $53K | Buy |
+480
| New | +$53K | 0.03% | 141 |
|
|
2017
Q3 | – | Sell |
-444
| Closed | -$68K | – | 121 |
|
|
2017
Q2 | $68K | Buy |
+444
| New | +$68K | 0.05% | 129 |
|