Ameritas Investment Company’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $824K | Buy |
3,436
+886
| +35% | +$212K | 0.04% | 306 |
|
|
2021
Q2 | $877K | Buy |
2,550
+1,431
| +128% | +$492K | 0.04% | 302 |
|
|
2021
Q1 | $254K | Sell |
1,119
-1,785
| -61% | -$405K | 0.02% | 510 |
|
|
2020
Q4 | $630K | Sell |
2,904
-5,339
| -65% | -$1.16M | 0.12% | 188 |
|
|
2020
Q3 | $865K | Hold |
8,243
| – | – | 0.27% | 101 |
|
|
2020
Q2 | $865K | Buy |
8,243
+4,988
| +153% | +$523K | 0.25% | 105 |
|
|
2020
Q1 | $168K | Buy |
3,255
+721
| +28% | +$37.2K | 0.03% | 380 |
|
|
2019
Q4 | $159K | Sell |
2,534
-79
| -3% | -$4.96K | 0.03% | 372 |
|
|
2019
Q3 | $162K | Buy |
+2,613
| New | +$162K | 0.03% | 371 |
|
|
2019
Q2 | – | Sell |
-100
| Closed | -$7K | – | 912 |
|
|
2019
Q1 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 716 |
|