AFT Forsyth & Company’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 |
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|
2022
Q2 | $251K | Sell |
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|
2022
Q1 | $555K | Sell |
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|
2021
Q4 | $984K | Hold |
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|
2021
Q3 | $1.46M | Sell |
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|
2021
Q2 | $1.53M | Buy |
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|
2021
Q1 | $537K | Sell |
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|
2020
Q4 | $547K | Buy |
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|
2020
Q3 | $384K | Hold |
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|
2020
Q2 | $248K | Sell |
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|
2020
Q1 | $461K | Sell |
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|
2019
Q4 | $589K | Buy |
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|
2019
Q3 | $545K | Sell |
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|
2019
Q2 | $831K | Sell |
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|
2019
Q1 | $879K | Buy |
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|
2018
Q4 | $614K | Sell |
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|
2018
Q3 | $1.28M | Buy |
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|
2018
Q2 | $775K | Buy |
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