AFC
XYZ
AFT Forsyth & Company’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,090
| Closed | -$251K | – | 140 |
|
|
2022
Q2 | $251K | Sell |
4,090
-1
| -0% | -$61 | 0.2% | 121 |
|
|
2022
Q1 | $555K | Sell |
4,091
-2,000
| -33% | -$271K | 0.35% | 81 |
|
|
2021
Q4 | $984K | Hold |
6,091
| – | – | 0.5% | 59 |
|
|
2021
Q3 | $1.46M | Sell |
6,091
-195
| -3% | -$46.8K | 0.78% | 35 |
|
|
2021
Q2 | $1.53M | Buy |
6,286
+3,920
| +166% | +$956K | 0.82% | 32 |
|
|
2021
Q1 | $537K | Sell |
2,366
-149
| -6% | -$33.8K | 0.32% | 106 |
|
|
2020
Q4 | $547K | Buy |
2,515
+150
| +6% | +$32.6K | 0.34% | 99 |
|
|
2020
Q3 | $384K | Hold |
2,365
| – | – | 0.29% | 100 |
|
|
2020
Q2 | $248K | Sell |
2,365
-6,430
| -73% | -$674K | 0.21% | 110 |
|
|
2020
Q1 | $461K | Sell |
8,795
-625
| -7% | -$32.7K | 0.46% | 72 |
|
|
2019
Q4 | $589K | Buy |
9,420
+625
| +7% | +$39.1K | 0.45% | 75 |
|
|
2019
Q3 | $545K | Sell |
8,795
-2,660
| -23% | -$165K | 0.45% | 79 |
|
|
2019
Q2 | $831K | Sell |
11,455
-280
| -2% | -$20.3K | 0.68% | 52 |
|
|
2019
Q1 | $879K | Buy |
11,735
+795
| +7% | +$59.5K | 0.76% | 46 |
|
|
2018
Q4 | $614K | Sell |
10,940
-2,025
| -16% | -$114K | 0.61% | 59 |
|
|
2018
Q3 | $1.28M | Buy |
12,965
+395
| +3% | +$39.1K | 1.06% | 28 |
|
|
2018
Q2 | $775K | Buy |
+12,570
| New | +$775K | 0.68% | 53 |
|