Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $21.1K | Sell |
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|
2023
Q3 | $17.4K | Buy |
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|
2023
Q2 | $19.5K | Buy |
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|
2023
Q1 | $549 | Buy |
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|
2022
Q3 | – | Hold |
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|
2022
Q2 | – | Hold |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $3K | Sell |
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|
2021
Q3 | $10K | Hold |
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|
2021
Q2 | $10K | Sell |
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|
2021
Q1 | $15K | Hold |
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|
2020
Q4 | $15K | Sell |
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|
2020
Q3 | $15K | Sell |
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|
2020
Q2 | $12K | Sell |
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|
2020
Q1 | $8K | Hold |
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|
2019
Q4 | $9K | Buy |
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