American Portfolios 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
Q3 | $3.48M | Buy |
63,232
+10,628
| +20% | +$584K | 0.15% | 139 |
|
|
2022
Q2 | $3.23M | Buy |
52,604
+2,729
| +5% | +$168K | 0.13% | 163 |
|
|
2022
Q1 | $6.76M | Buy |
49,875
+9,311
| +23% | +$1.26M | 0.23% | 79 |
|
|
2021
Q4 | $6.55M | Buy |
40,564
+2,536
| +7% | +$410K | 0.22% | 85 |
|
|
2021
Q3 | $9.12M | Buy |
38,028
+742
| +2% | +$178K | 0.34% | 49 |
|
|
2021
Q2 | $9.09M | Sell |
37,286
-490
| -1% | -$119K | 0.35% | 51 |
|
|
2021
Q1 | $8.58M | Buy |
37,776
+1,080
| +3% | +$245K | 0.37% | 47 |
|
|
2020
Q4 | $7.99M | Sell |
36,696
-12,807
| -26% | -$2.79M | 0.41% | 37 |
|
|
2020
Q3 | $8.05M | Buy |
49,503
+2,734
| +6% | +$444K | 0.46% | 38 |
|
|
2020
Q2 | $4.91M | Sell |
46,769
-5,690
| -11% | -$597K | 0.32% | 65 |
|
|
2020
Q1 | $2.75M | Buy |
52,459
+20,439
| +64% | +$1.07M | 0.23% | 96 |
|
|
2019
Q4 | $2M | Buy |
32,020
+1,420
| +5% | +$88.8K | 0.14% | 146 |
|
|
2019
Q3 | $1.9M | Buy |
30,600
+272
| +0.9% | +$16.9K | 0.16% | 137 |
|
|
2019
Q2 | $2.2M | Sell |
30,328
-2,231
| -7% | -$162K | 0.19% | 121 |
|
|
2019
Q1 | $2.44M | Buy |
32,559
+1,369
| +4% | +$103K | 0.23% | 96 |
|
|
2018
Q4 | $1.75M | Buy |
31,190
+24,982
| +402% | +$1.4M | 0.22% | 103 |
|
|
2018
Q3 | $615K | Buy |
6,208
+1,628
| +36% | +$161K | 0.07% | 265 |
|
|
2018
Q2 | $282K | Sell |
4,580
-4,883
| -52% | -$301K | 0.04% | 420 |
|
|
2018
Q1 | $466K | Buy |
9,463
+7,294
| +336% | +$359K | 0.07% | 276 |
|
|
2017
Q4 | $75.2K | Buy |
+2,169
| New | +$75.2K | 0.01% | 838 |
|