Apriem Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,430
| Closed | -$343K | – | 153 |
|
|
2021
Q3 | $343K | Sell |
1,430
-403
| -22% | -$96.7K | 0.05% | 111 |
|
|
2021
Q2 | $447K | Buy |
1,833
+709
| +63% | +$173K | 0.07% | 95 |
|
|
2021
Q1 | $255K | Sell |
1,124
-1,311
| -54% | -$297K | 0.04% | 128 |
|
|
2020
Q4 | $530K | Buy |
+2,435
| New | +$530K | 0.09% | 73 |
|
|
2019
Q3 | – | Sell |
-2,775
| Closed | -$201K | – | 136 |
|
|
2019
Q2 | $201K | Sell |
2,775
-425
| -13% | -$30.8K | 0.06% | 126 |
|
|
2019
Q1 | $240K | Buy |
+3,200
| New | +$240K | 0.06% | 114 |
|
|
2018
Q4 | – | Sell |
-2,250
| Closed | -$223K | – | 147 |
|
|
2018
Q3 | $223K | Buy |
2,250
+1,450
| +181% | +$144K | 0.05% | 133 |
|
|
2018
Q2 | $49K | Buy |
+800
| New | +$49K | 0.01% | 248 |
|