Ahrens Investment Partners’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$5.08K Buy
+74
New +$5.08K ﹤0.01% 757
2022
Q3
Sell
-124
Closed -$8K 951
2022
Q2
$8K Sell
124
-100
-45% -$6.45K ﹤0.01% 694
2022
Q1
$30K Sell
224
-250
-53% -$33.5K 0.01% 515
2021
Q4
$77K Buy
+474
New +$77K 0.03% 336