Bartlett & Co’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 | $154K | Sell |
1,937
-1,090
| -36% | -$86.7K | ﹤0.01% | 508 |
|
|
2023
Q3 | $134K | Sell |
3,027
-500
| -14% | -$22.1K | ﹤0.01% | 503 |
|
|
2023
Q2 | $235K | Buy |
+3,527
| New | +$235K | ﹤0.01% | 431 |
|
|
2022
Q3 | – | Sell |
-27
| Closed | -$2K | – | 1284 |
|
|
2022
Q2 | $2K | Sell |
27
-73
| -73% | -$5.41K | ﹤0.01% | 1197 |
|
|
2022
Q1 | $14K | Buy |
+100
| New | +$14K | ﹤0.01% | 787 |
|
|
2021
Q3 | – | Sell |
-9
| Closed | -$2K | – | 1082 |
|
|
2021
Q2 | $2K | Hold |
9
| – | – | ﹤0.01% | 876 |
|
|
2021
Q1 | $2K | Hold |
9
| – | – | ﹤0.01% | 904 |
|
|
2020
Q4 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 945 |
|
|
2019
Q3 | $24K | Buy |
+395
| New | +$24K | ﹤0.01% | 637 |
|