BB&T Securities’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $822K | Sell |
13,276
-4,001
| -23% | -$248K | 0.01% | 877 |
|
|
2019
Q2 | $1.25M | Sell |
17,277
-2,238
| -11% | -$162K | 0.01% | 728 |
|
|
2019
Q1 | $1.46M | Buy |
19,515
+955
| +5% | +$71.5K | 0.01% | 672 |
|
|
2018
Q4 | $1.04M | Sell |
18,560
-17,065
| -48% | -$957K | 0.01% | 729 |
|
|
2018
Q3 | $3.53M | Buy |
35,625
+15,297
| +75% | +$1.51M | 0.03% | 469 |
|
|
2018
Q2 | $1.25M | Buy |
20,328
+11,580
| +132% | +$714K | 0.01% | 728 |
|
|
2018
Q1 | $430K | Sell |
8,748
-2,154
| -20% | -$106K | ﹤0.01% | 1072 |
|
|
2017
Q4 | $377K | Buy |
10,902
+1,550
| +17% | +$53.6K | ﹤0.01% | 1086 |
|
|
2017
Q3 | $269K | Buy |
+9,352
| New | +$269K | ﹤0.01% | 1183 |
|