AIS
XYZ
Accurate Investment Solutions’s Block, Inc. XYZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-200
| Closed | -$10K | – | 417 |
|
2020
Q1 | $10K | Hold |
200
| – | – | 0.01% | 293 |
|
2019
Q4 | $13K | Hold |
200
| – | – | 0.01% | 262 |
|
2019
Q3 | $12K | Hold |
200
| – | – | 0.01% | 224 |
|
2019
Q2 | $15K | Hold |
200
| – | – | 0.01% | 197 |
|
2019
Q1 | $15K | Hold |
200
| – | – | 0.01% | 182 |
|
2018
Q4 | $11K | Hold |
200
| – | – | 0.01% | 195 |
|
2018
Q3 | $20K | Hold |
200
| – | – | 0.01% | 179 |
|
2018
Q2 | $12K | Hold |
200
| – | – | 0.01% | 243 |
|
2018
Q1 | $10K | Hold |
200
| – | – | 0.01% | 257 |
|
2017
Q4 | $7K | Hold |
200
| – | – | 0.01% | 285 |
|
2017
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 305 |
|
2017
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 254 |
|
2017
Q1 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 259 |
|