Baystate Wealth Management’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 | $21.1K | Sell |
273
-120
| -31% | -$9.28K | ﹤0.01% | 549 |
|
|
2023
Q3 | $17.4K | Buy |
393
+100
| +34% | +$4.43K | ﹤0.01% | 496 |
|
|
2023
Q2 | $19.5K | Buy |
293
+285
| +3,563% | +$19K | ﹤0.01% | 465 |
|
|
2023
Q1 | $549 | Buy |
+8
| New | +$549 | ﹤0.01% | 971 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 1041 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1049 |
|
|
2022
Q1 | – | Sell |
-17
| Closed | -$3K | – | 963 |
|
|
2021
Q4 | $3K | Sell |
17
-25
| -60% | -$4.41K | ﹤0.01% | 737 |
|
|
2021
Q3 | $10K | Hold |
42
| – | – | ﹤0.01% | 529 |
|
|
2021
Q2 | $10K | Sell |
42
-25
| -37% | -$5.95K | ﹤0.01% | 506 |
|
|
2021
Q1 | $15K | Hold |
67
| – | – | ﹤0.01% | 430 |
|
|
2020
Q4 | $15K | Sell |
67
-28
| -29% | -$6.27K | ﹤0.01% | 391 |
|
|
2020
Q3 | $15K | Sell |
95
-15
| -14% | -$2.37K | ﹤0.01% | 353 |
|
|
2020
Q2 | $12K | Sell |
110
-40
| -27% | -$4.36K | ﹤0.01% | 370 |
|
|
2020
Q1 | $8K | Hold |
150
| – | – | ﹤0.01% | 396 |
|
|
2019
Q4 | $9K | Buy |
+150
| New | +$9K | ﹤0.01% | 413 |
|