Advisor Resource Council’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,164
| Closed | -$245K | – | 538 |
|
|
2023
Q4 | $245K | Buy |
+3,164
| New | +$245K | 0.03% | 399 |
|
|
2023
Q1 | – | Sell |
-15,702
| Closed | -$987K | – | 274 |
|
|
2022
Q4 | $987K | Sell |
15,702
-826
| -5% | -$51.9K | 0.48% | 41 |
|
|
2022
Q3 | $909K | Buy |
16,528
+10,251
| +163% | +$564K | 0.61% | 40 |
|
|
2022
Q2 | $386K | Buy |
6,277
+4,778
| +319% | +$294K | 0.04% | 323 |
|
|
2022
Q1 | $204K | Sell |
1,499
-2,535
| -63% | -$345K | 0.06% | 198 |
|
|
2021
Q4 | $652K | Buy |
4,034
+3,107
| +335% | +$502K | 0.05% | 291 |
|
|
2021
Q3 | $222K | Sell |
927
-796
| -46% | -$191K | 0.07% | 197 |
|
|
2021
Q2 | $420K | Buy |
+1,723
| New | +$420K | 0.04% | 333 |
|