Baron Financial Group’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-180
| Closed | -$29.1K | – | 225 |
|
|
2021
Q4 | $29.1K | Hold |
180
| – | – | 0.02% | 122 |
|
|
2021
Q3 | $43.2K | Hold |
180
| – | – | 0.03% | 98 |
|
|
2021
Q2 | $43.9K | Hold |
180
| – | – | 0.03% | 96 |
|
|
2021
Q1 | $40.9K | Hold |
180
| – | – | 0.03% | 102 |
|
|
2020
Q4 | $39.2K | Hold |
180
| – | – | 0.03% | 96 |
|
|
2020
Q3 | $29.3K | Buy |
+180
| New | +$29.3K | 0.03% | 116 |
|