Bard Financial Services’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,480
| Closed | -$336K | – | 310 |
|
|
2022
Q1 | $336K | Buy |
2,480
+125
| +5% | +$16.9K | 0.03% | 231 |
|
|
2021
Q4 | $380K | Hold |
2,355
| – | – | 0.03% | 212 |
|
|
2021
Q3 | $565K | Sell |
2,355
-50
| -2% | -$12K | 0.05% | 175 |
|
|
2021
Q2 | $586K | Buy |
2,405
+580
| +32% | +$141K | 0.05% | 177 |
|
|
2021
Q1 | $414K | Hold |
1,825
| – | – | 0.04% | 193 |
|
|
2020
Q4 | $397K | Buy |
+1,825
| New | +$397K | 0.04% | 187 |
|