Accuvest Global 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
Q1 | – | Sell |
-17,871
| Closed | -$2.89M | – | 126 |
|
|
2021
Q4 | $2.89M | Buy |
17,871
+11,416
| +177% | +$1.84M | 1.27% | 31 |
|
|
2021
Q3 | $1.52M | Hold |
6,455
| – | – | 0.72% | 44 |
|
|
2021
Q2 | $1.57M | Sell |
6,455
-133
| -2% | -$32.4K | 0.79% | 39 |
|
|
2021
Q1 | $1.5M | Buy |
+6,588
| New | +$1.5M | 0.8% | 42 |
|
|
2020
Q3 | – | Sell |
-130
| Closed | -$14K | – | 59 |
|
|
2020
Q2 | $14K | Buy |
+130
| New | +$14K | 0.04% | 44 |
|
|
2019
Q2 | – | Sell |
-4,027
| Closed | -$302K | – | 123 |
|
|
2019
Q1 | $302K | Buy |
+4,027
| New | +$302K | 0.16% | 103 |
|
|
2018
Q4 | – | Sell |
-11,651
| Closed | -$1.15M | – | 148 |
|
|
2018
Q3 | $1.15M | Buy |
11,651
+3,544
| +44% | +$351K | 0.43% | 38 |
|
|
2018
Q2 | $500K | Buy |
8,107
+7,985
| +6,545% | +$492K | 0.19% | 72 |
|
|
2018
Q1 | $6K | Sell |
122
-36
| -23% | -$1.77K | ﹤0.01% | 95 |
|
|
2017
Q4 | $5K | Sell |
158
-29
| -16% | -$918 | ﹤0.01% | 92 |
|
|
2017
Q3 | $5K | Sell |
187
-20,883
| -99% | -$558K | ﹤0.01% | 90 |
|
|
2017
Q2 | $494K | Sell |
21,070
-5,090
| -19% | -$119K | 0.16% | 80 |
|
|
2017
Q1 | $452K | Buy |
+26,160
| New | +$452K | 0.14% | 71 |
|