Advisor Group’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $3.12M | Sell |
49,824
-11,323
| -19% | -$708K | 0.02% | 603 |
|
|
2019
Q3 | $3.79M | Sell |
61,147
-1,531
| -2% | -$94.8K | 0.03% | 511 |
|
|
2019
Q2 | $4.55M | Buy |
62,678
+9,851
| +19% | +$714K | 0.03% | 424 |
|
|
2019
Q1 | $3.96M | Sell |
52,827
-4,667
| -8% | -$350K | 0.03% | 448 |
|
|
2018
Q4 | $3.23M | Buy |
57,494
+3,069
| +6% | +$172K | 0.03% | 445 |
|
|
2018
Q3 | $5.39M | Buy |
54,425
+22,579
| +71% | +$2.23M | 0.05% | 299 |
|
|
2018
Q2 | $1.96M | Buy |
31,846
+1,407
| +5% | +$86.7K | 0.03% | 558 |
|
|
2018
Q1 | $1.5M | Buy |
30,439
+21,328
| +234% | +$1.05M | 0.02% | 673 |
|
|
2017
Q4 | $316K | Buy |
9,111
+3,240
| +55% | +$112K | ﹤0.01% | 1653 |
|
|
2017
Q3 | $169K | Sell |
5,871
-1,724
| -23% | -$49.6K | ﹤0.01% | 1976 |
|
|
2017
Q2 | $177K | Sell |
7,595
-2,405
| -24% | -$56K | ﹤0.01% | 1877 |
|
|
2017
Q1 | $172K | Sell |
10,000
-5,377
| -35% | -$92.5K | ﹤0.01% | 1782 |
|
|
2016
Q4 | $209K | Buy |
15,377
+4,566
| +42% | +$62.1K | ﹤0.01% | 1514 |
|
|
2016
Q3 | $126K | Buy |
10,811
+3,985
| +58% | +$46.4K | ﹤0.01% | 1850 |
|
|
2016
Q2 | $61K | Buy |
+6,826
| New | +$61K | ﹤0.01% | 2269 |
|