Atwood & Palmer’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3
| Closed | -$133 | – | 440 |
|
|
2023
Q3 | $133 | Sell |
3
-597
| -100% | -$26.5K | ﹤0.01% | 402 |
|
|
2023
Q2 | $39.9K | Hold |
600
| – | – | ﹤0.01% | 229 |
|
|
2023
Q1 | $41.2K | Hold |
600
| – | – | ﹤0.01% | 215 |
|
|
2022
Q4 | $37.7K | Hold |
600
| – | – | ﹤0.01% | 231 |
|
|
2022
Q3 | $33K | Hold |
600
| – | – | ﹤0.01% | 229 |
|
|
2022
Q2 | $37K | Sell |
600
-100
| -14% | -$6.17K | ﹤0.01% | 237 |
|
|
2022
Q1 | $95K | Hold |
700
| – | – | 0.01% | 184 |
|
|
2021
Q4 | $113K | Hold |
700
| – | – | 0.01% | 180 |
|
|
2021
Q3 | $168K | Hold |
700
| – | – | 0.02% | 152 |
|
|
2021
Q2 | $171K | Hold |
700
| – | – | 0.02% | 155 |
|
|
2021
Q1 | $159K | Hold |
700
| – | – | 0.02% | 152 |
|
|
2020
Q4 | $152K | Hold |
700
| – | – | 0.02% | 149 |
|
|
2020
Q3 | $114K | Hold |
700
| – | – | 0.01% | 155 |
|
|
2020
Q2 | $73K | Hold |
700
| – | – | 0.01% | 172 |
|
|
2020
Q1 | $37K | Hold |
700
| – | – | 0.01% | 201 |
|
|
2019
Q4 | $44K | Hold |
700
| – | – | 0.01% | 192 |
|
|
2019
Q3 | $43K | Sell |
700
-105,295
| -99% | -$6.47M | 0.01% | 195 |
|
|
2019
Q2 | $7.69M | Buy |
+105,995
| New | +$7.69M | 1.04% | 32 |
|
|
2018
Q3 | – | Sell |
-4
| Closed | – | – | 340 |
|
|
2018
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 322 |
|
|
2018
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 302 |
|
|
2017
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 304 |
|
|
2017
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 320 |
|