Accel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-571
| Closed | -$39.2K | – | 913 |
|
|
2023
Q1 | $39.2K | Sell |
571
-200
| -26% | -$13.7K | 0.02% | 536 |
|
|
2022
Q4 | $48.5K | Sell |
771
-450
| -37% | -$28.3K | 0.02% | 367 |
|
|
2022
Q3 | $76K | Hold |
1,221
| – | – | 0.04% | 291 |
|
|
2022
Q2 | $81K | Sell |
1,221
-1,019
| -45% | -$67.6K | 0.05% | 263 |
|
|
2022
Q1 | $299K | Hold |
2,240
| – | – | 0.15% | 115 |
|
|
2021
Q4 | $362K | Hold |
2,240
| – | – | 0.18% | 103 |
|
|
2021
Q3 | $537K | Sell |
2,240
-35
| -2% | -$8.39K | 0.35% | 66 |
|
|
2021
Q2 | $555K | Sell |
2,275
-6
| -0.3% | -$1.46K | 0.37% | 63 |
|
|
2021
Q1 | $518K | Hold |
2,281
| – | – | 0.42% | 54 |
|
|
2020
Q4 | $496K | Buy |
+2,281
| New | +$496K | 0.46% | 47 |
|