Aurora Private Wealth’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 | – | Sell |
-1,711
| Closed | -$417K | – | 240 |
|
|
2021
Q2 | $417K | Buy |
1,711
+290
| +20% | +$70.7K | 0.17% | 121 |
|
|
2021
Q1 | $323K | Sell |
1,421
-1,492
| -51% | -$339K | 0.13% | 145 |
|
|
2020
Q4 | $634K | Buy |
2,913
+945
| +48% | +$206K | 0.27% | 83 |
|
|
2020
Q3 | $320K | Sell |
1,968
-202
| -9% | -$32.8K | 0.14% | 137 |
|
|
2020
Q2 | $228K | Sell |
2,170
-3,394
| -61% | -$357K | 0.1% | 145 |
|
|
2020
Q1 | $291K | Buy |
+5,564
| New | +$291K | 0.1% | 173 |
|