Archford Capital Strategies’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,348
| Closed | -$335K | – | 282 |
|
|
2023
Q2 | $335K | Sell |
4,348
-128
| -3% | -$9.87K | 0.06% | 238 |
|
|
2023
Q1 | $303K | Buy |
4,476
+343
| +8% | +$23.2K | 0.06% | 237 |
|
|
2022
Q4 | $260K | Sell |
4,133
-612
| -13% | -$38.5K | 0.06% | 244 |
|
|
2022
Q3 | $261K | Buy |
+4,745
| New | +$261K | 0.07% | 243 |
|
|
2022
Q2 | – | Sell |
-2,966
| Closed | -$403K | – | 296 |
|
|
2022
Q1 | $403K | Buy |
2,966
+288
| +11% | +$39.1K | 0.09% | 207 |
|
|
2021
Q4 | $433K | Buy |
2,678
+203
| +8% | +$32.8K | 0.1% | 204 |
|
|
2021
Q3 | $594K | Buy |
2,475
+56
| +2% | +$13.4K | 0.14% | 170 |
|
|
2021
Q2 | $590K | Buy |
2,419
+176
| +8% | +$42.9K | 0.15% | 162 |
|
|
2021
Q1 | $590K | Buy |
2,243
+165
| +8% | +$43.4K | 0.16% | 152 |
|
|
2020
Q4 | $502K | Buy |
2,078
+348
| +20% | +$84.1K | 0.12% | 183 |
|
|
2020
Q3 | $281K | Buy |
+1,730
| New | +$281K | 0.08% | 220 |
|