Aldebaran Financial’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
Q2 | – | Sell |
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|
2022
Q1 | $727K | Buy |
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|
2021
Q4 | $858K | Buy |
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|
2021
Q3 | $1.25M | Sell |
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|
2021
Q2 | $1.27M | Sell |
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|
2021
Q1 | $1.2M | Sell |
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|
2020
Q4 | $1.26M | Sell |
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|
2020
Q3 | $952K | Buy |
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|
2020
Q2 | $601K | Sell |
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|
2020
Q1 | $1.04M | Sell |
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|
2019
Q4 | $1.33M | Sell |
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|
2019
Q3 | $1.31M | Buy |
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|
2019
Q2 | $1.27M | Buy |
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|
2019
Q1 | $1.3M | Buy |
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|
2018
Q4 | $968K | Buy |
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|
2018
Q3 | $1.05M | Buy |
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|
2018
Q2 | $623K | Hold |
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|
2018
Q1 | $497K | Sell |
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|
2017
Q4 | $362K | Buy |
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