B. Riley Wealth Management’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $355 | Sell |
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|
2022
Q1 | $784K | Sell |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $1.58M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $880K | Sell |
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|
2020
Q1 | $570K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $486K | Sell |
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|
2019
Q2 | $833 | Sell |
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|
2019
Q1 | $957K | Buy |
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|
2018
Q4 | $668K | Buy |
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|
2018
Q3 | $799K | Buy |
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