Advocacy Wealth Management Services’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5
| Closed | – | – | 147 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 156 |
|
|
2022
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 209 |
|
|
2022
Q1 | $1K | Sell |
5
-10
| -67% | -$2K | ﹤0.01% | 183 |
|
|
2021
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 155 |
|
|
2021
Q3 | $4K | Hold |
15
| – | – | ﹤0.01% | 135 |
|
|
2021
Q2 | $4K | Hold |
15
| – | – | ﹤0.01% | 153 |
|
|
2021
Q1 | $3K | Buy |
15
+5
| +50% | +$1K | ﹤0.01% | 132 |
|
|
2020
Q4 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 137 |
|