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MPS Loria Financial Planners’s Nasdaq NDAQ Stock Holding History

MPS Loria Financial Planners’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-108
Closed -$5K – 614
2020
Q4 		$5K Buy
+108
New +$4.57K ﹤0.01% 370

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MPS Loria Financial Planners's NDAQ Position: Q1 2021 in Review

MPS Loria Financial Planners sold out of Nasdaq (NDAQ) in Q1 2021, closing a stake of 108 shares — an estimated $5K sold.

MPS Loria Financial Planners first reported a position in NDAQ in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 590 funds tracked by Wall St. Rank hold NDAQ as of Q1 2021.

  • MPS Loria Financial Planners reported no remaining Nasdaq position as of Q1 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 108 Nasdaq shares in Q1 2021, an estimated $5K.
  • MPS Loria Financial Planners first reported a position in Nasdaq in Q4 2020 and held it in 1 quarter.
  • MPS Loria Financial Planners's Nasdaq position peaked at $5K in Q4 2020.
  • 590 funds tracked by Wall St. Rank held Nasdaq as of Q1 2021.

Based on MPS Loria Financial Planners's 13F filing for Q1 2021, filed 3 May 2021.