Advisor Group’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $3.12M | Sell |
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|
2019
Q3 | $3.79M | Sell |
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|
2019
Q2 | $4.54M | Buy |
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|
2019
Q1 | $3.96M | Sell |
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|
2018
Q4 | $3.23M | Buy |
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|
2018
Q3 | $5.39M | Buy |
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|
2018
Q2 | $1.96M | Buy |
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|
2018
Q1 | $1.5M | Buy |
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|
2017
Q4 | $316K | Buy |
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|
2017
Q3 | $169K | Sell |
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|
2017
Q2 | $177K | Sell |
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|
2017
Q1 | $172K | Sell |
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|
2016
Q4 | $209K | Buy |
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|
2016
Q3 | $126K | Buy |
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|
2016
Q2 | $61K | Buy |
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