9258 Wealth Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,492
| Closed | -$202K | – | 364 |
|
|
2022
Q1 | $202K | Buy |
+1,492
| New | +$202K | 0.05% | 338 |
|
|
2021
Q4 | – | Sell |
-1,417
| Closed | -$340K | – | 383 |
|
|
2021
Q3 | $340K | Hold |
1,417
| – | – | 0.09% | 236 |
|
|
2021
Q2 | $345K | Buy |
1,417
+10
| +0.7% | +$2.44K | 0.09% | 236 |
|
|
2021
Q1 | $319K | Buy |
+1,407
| New | +$319K | 0.1% | 231 |
|