Alta Wealth Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-19,280
| Closed | -$1.06M | – | 151 |
|
|
2022
Q3 | $1.06M | Buy |
19,280
+25
| +0.1% | +$1.37K | 0.76% | 32 |
|
|
2022
Q2 | $1.18M | Buy |
19,255
+70
| +0.4% | +$4.29K | 0.82% | 31 |
|
|
2022
Q1 | $2.6M | Buy |
19,185
+16,732
| +682% | +$2.27M | 1.54% | 16 |
|
|
2021
Q4 | $396K | Buy |
+2,453
| New | +$396K | 0.24% | 111 |
|
|
2021
Q1 | – | Sell |
-6,530
| Closed | -$1.42M | – | 141 |
|
|
2020
Q4 | $1.42M | Buy |
+6,530
| New | +$1.42M | 1.19% | 18 |
|