MPS Loria Financial Planners’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-54	Closed	-$11K	–	206
2021 Q1	$11K	Sell	54 -100	-65%	-$20.4K	0.01%	284
2020 Q4	$34K	Buy	+154	New	+$34K	0.02%	189