MPS Loria Financial Planners’s Graco GGG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-301
| Closed | -$21K | – | 290 |
|
2021
Q1 | $21K | Hold |
301
| – | – | 0.01% | 235 |
|
2020
Q4 | $21K | Hold |
301
| – | – | 0.01% | 234 |
|
2020
Q3 | $18K | Hold |
301
| – | – | 0.01% | 203 |
|
2020
Q2 | $14K | Buy |
+301
| New | +$14K | 0.01% | 225 |
|
2017
Q3 | – | Sell |
-300
| Closed | -$12K | – | 180 |
|
2017
Q2 | $12K | Buy |
+300
| New | +$12K | 0.01% | 276 |
|