ACG Wealth’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $28K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $246K | Sell |
|
|||||
|
2021
Q3 | $520K | Buy |
|
|||||
|
2021
Q2 | $488K | Buy |
|
|||||
|
2021
Q1 | $396K | Sell |
|
|||||
|
2020
Q4 | $503K | Buy |
|
|||||
|
2020
Q3 | $360K | Buy |
|
|||||
|
2020
Q2 | $227K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $219K | Buy |
|
|||||
|
2019
Q2 | $248K | Sell |
|
|||||
|
2019
Q1 | $275K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $260K | Buy |
|