Apoletto’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 | $258K | Hold |
4,685
| – | – | 0.1% | 14 |
|
|
2022
Q2 | $288K | Hold |
4,685
| – | – | 0.08% | 15 |
|
|
2022
Q1 | $635K | Sell |
4,685
-1,082
| -19% | -$147K | 0.17% | 15 |
|
|
2021
Q4 | $931K | Hold |
5,767
| – | – | 0.12% | 16 |
|
|
2021
Q3 | $1.38M | Hold |
5,767
| – | – | 0.19% | 11 |
|
|
2021
Q2 | $1.41M | Hold |
5,767
| – | – | 0.18% | 9 |
|
|
2021
Q1 | $1.31M | Sell |
5,767
-291
| -5% | -$66.1K | 0.25% | 6 |
|
|
2020
Q4 | $1.32M | Buy |
+6,058
| New | +$1.32M | 0.23% | 6 |
|