PFA
NYC
Plotkin Financial Advisors’s American Strategic Investment Co NYC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-72,626
| Closed | -$959K | – | 80 |
|
|
2022
Q1 | $959K | Sell |
72,626
-30,618
| -30% | -$404K | 0.67% | 27 |
|
|
2021
Q4 | $1.1M | Sell |
103,244
-22,355
| -18% | -$237K | 0.69% | 28 |
|
|
2021
Q3 | $1.01M | Buy |
125,599
+30,967
| +33% | +$250K | 0.6% | 33 |
|
|
2021
Q2 | $1.24M | Sell |
94,632
-2,635
| -3% | -$34.5K | 0.69% | 37 |
|
|
2021
Q1 | $836K | Buy |
97,267
+30,892
| +47% | +$266K | 0.51% | 37 |
|
|
2020
Q4 | $538K | Buy |
66,375
+33,925
| +105% | +$275K | 0.36% | 36 |
|
|
2020
Q3 | $396K | Buy |
+32,450
| New | +$396K | 0.44% | 42 |
|