MPS Loria Financial Planners’s Texas Instruments TXN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,245
| Closed | -$212K | – | 85 |
|
2023
Q4 | $212K | Buy |
+1,245
| New | +$212K | 0.07% | 82 |
|
2023
Q3 | – | Sell |
-1,245
| Closed | -$224K | – | 79 |
|
2023
Q2 | $224K | Hold |
1,245
| – | – | 0.08% | 73 |
|
2023
Q1 | $232K | Buy |
+1,245
| New | +$232K | 0.09% | 69 |
|
2022
Q3 | – | Sell |
-1,407
| Closed | -$216K | – | 74 |
|
2022
Q2 | $216K | Hold |
1,407
| – | – | 0.1% | 67 |
|
2022
Q1 | $258K | Hold |
1,407
| – | – | 0.11% | 70 |
|
2021
Q4 | $265K | Buy |
1,407
+200
| +17% | +$37.7K | 0.11% | 68 |
|
2021
Q3 | $232K | Hold |
1,207
| – | – | 0.11% | 71 |
|
2021
Q2 | $232K | Sell |
1,207
-39
| -3% | -$7.5K | 0.11% | 74 |
|
2021
Q1 | $235K | Hold |
1,246
| – | – | 0.11% | 71 |
|
2020
Q4 | $202K | Buy |
1,246
+445
| +56% | +$72.1K | 0.09% | 75 |
|
2020
Q3 | $114K | Hold |
801
| – | – | 0.06% | 99 |
|
2020
Q2 | $102K | Buy |
+801
| New | +$102K | 0.05% | 102 |
|
2017
Q3 | – | Sell |
-201
| Closed | -$17K | – | 311 |
|
2017
Q2 | $17K | Buy |
+201
| New | +$17K | 0.01% | 245 |
|