MPS Loria Financial Planners’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-105
| Closed | -$37K | – | 382 |
|
|
2021
Q1 | $37K | Hold |
105
| – | – | 0.02% | 188 |
|
|
2020
Q4 | $37K | Sell |
105
-217
| -67% | -$76.5K | 0.02% | 184 |
|
|
2020
Q3 | $109K | Hold |
322
| – | – | 0.06% | 102 |
|
|
2020
Q2 | $95K | Buy |
+322
| New | +$95K | 0.05% | 108 |
|
|
2017
Q3 | – | Sell |
-322
| Closed | -$42K | – | 232 |
|
|
2017
Q2 | $42K | Buy |
+322
| New | +$42K | 0.03% | 163 |
|