MLFP
XYZ

MPS Loria Financial Planners’s Block, Inc. XYZ Stock Holding History

MPS Loria Financial Planners’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-100
Closed -$22K – 581
2021
Q1 		$22K Hold
100
– – 0.01% 234
2020
Q4 		$22K Buy
+100
New +$22K 0.01% 233