MPS Loria Financial Planners’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-236
| Closed | -$31K | – | 448 |
|
|
2021
Q1 | $31K | Buy |
236
+1
| +0.4% | +$131 | 0.01% | 202 |
|
|
2020
Q4 | $22K | Buy |
235
+1
| +0.4% | +$94 | 0.01% | 232 |
|
|
2020
Q3 | $22K | Buy |
234
+2
| +0.9% | +$188 | 0.01% | 193 |
|
|
2020
Q2 | $21K | Buy |
+232
| New | +$21K | 0.01% | 197 |
|
|
2017
Q3 | – | Sell |
-215
| Closed | -$19K | – | 269 |
|
|
2017
Q2 | $19K | Buy |
+215
| New | +$19K | 0.01% | 233 |
|