AJ Wealth Strategies’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $455K | Buy |
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|
2023
Q1 | $465K | Sell |
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|
2022
Q4 | $551K | Sell |
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|
2022
Q3 | $750K | Hold |
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|
2022
Q2 | $839K | Buy |
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|
2022
Q1 | $1.81M | Buy |
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|
2021
Q4 | $1.83M | Sell |
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|
2021
Q3 | $2.87M | Sell |
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|
2021
Q2 | $2.96M | Hold |
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|
2021
Q1 | $2.75M | Buy |
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|
2020
Q4 | $2.59M | Hold |
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|
2020
Q3 | $1.94M | Buy |
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|
2020
Q2 | $934K | Buy |
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|
2020
Q1 | $226K | Buy |
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