Abner Herrman & Brock’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-24,533
| Closed | -$3.96M | – | 106 |
|
|
2021
Q4 | $3.96M | Sell |
24,533
-10,273
| -30% | -$1.66M | 0.52% | 41 |
|
|
2021
Q3 | $8.35M | Buy |
34,806
+3,394
| +11% | +$814K | 1.18% | 36 |
|
|
2021
Q2 | $7.66M | Sell |
31,412
-10,347
| -25% | -$2.52M | 1.07% | 35 |
|
|
2021
Q1 | $9.48M | Buy |
41,759
+34,649
| +487% | +$7.87M | 1.43% | 32 |
|
|
2020
Q4 | $1.55M | Buy |
+7,110
| New | +$1.55M | 0.24% | 50 |
|