1834 Investment Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,168
| Closed | -$72K | – | 464 |
|
|
2022
Q2 | $72K | Sell |
1,168
-6,394
| -85% | -$394K | 0.01% | 245 |
|
|
2022
Q1 | $1.03M | Buy |
7,562
+4,789
| +173% | +$649K | 0.13% | 110 |
|
|
2021
Q4 | $448K | Sell |
2,773
-3,186
| -53% | -$515K | 0.05% | 139 |
|
|
2021
Q3 | $1.43M | Buy |
5,959
+5,709
| +2,284% | +$1.37M | 0.17% | 87 |
|
|
2021
Q2 | $61K | Buy |
250
+200
| +400% | +$48.8K | 0.01% | 265 |
|
|
2021
Q1 | $11K | Sell |
50
-5
| -9% | -$1.1K | ﹤0.01% | 384 |
|
|
2020
Q4 | $12K | Buy |
+55
| New | +$12K | ﹤0.01% | 359 |
|
|
2019
Q4 | – | Sell |
-100
| Closed | -$6K | – | 497 |
|
|
2019
Q3 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 418 |
|