MPS Loria Financial Planners’s Illinois Tool Works ITW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-139
| Closed | -$30K | – | 337 |
|
|
2021
Q1 | $30K | Hold |
139
| – | – | 0.01% | 205 |
|
|
2020
Q4 | $28K | Buy |
+139
| New | +$28K | 0.01% | 207 |
|
|
2019
Q1 | – | Sell |
-46,191
| Closed | -$5.85M | – | 74 |
|
|
2018
Q4 | $5.85M | Sell |
46,191
-2,255
| -5% | -$286K | 4.2% | 6 |
|
|
2018
Q3 | $6.84M | Hold |
48,446
| – | – | 4.28% | 5 |
|
|
2018
Q2 | $6.71M | Hold |
48,446
| – | – | 6.76% | 4 |
|
|
2018
Q1 | $7.59M | Hold |
48,446
| – | – | 5.35% | 5 |
|
|
2017
Q4 | $8.08M | Hold |
48,446
| – | – | 5.52% | 5 |
|
|
2017
Q3 | $7.17M | Hold |
48,446
| – | – | 5.13% | 5 |
|
|
2017
Q2 | $6.74M | Buy |
+48,446
| New | +$6.74M | 4.51% | 5 |
|