BDO Wealth Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $91.7K | Buy |
1,378
+55
| +4% | +$3.66K | 0.01% | 353 |
|
|
2023
Q1 | $90.8K | Buy |
1,323
+20
| +2% | +$1.37K | 0.01% | 336 |
|
|
2022
Q4 | $81.9K | Sell |
1,303
-60
| -4% | -$3.77K | 0.01% | 353 |
|
|
2022
Q3 | $75K | Sell |
1,363
-60
| -4% | -$3.3K | 0.01% | 357 |
|
|
2022
Q2 | $87K | Buy |
1,423
+115
| +9% | +$7.03K | 0.01% | 344 |
|
|
2022
Q1 | $177K | Buy |
1,308
+1,048
| +403% | +$142K | 0.02% | 281 |
|
|
2021
Q4 | $42K | Sell |
260
-375
| -59% | -$60.6K | ﹤0.01% | 476 |
|
|
2021
Q3 | $152K | Buy |
635
+35
| +6% | +$8.38K | 0.02% | 315 |
|
|
2021
Q2 | $146K | Buy |
600
+350
| +140% | +$85.2K | 0.02% | 333 |
|
|
2021
Q1 | $57K | Buy |
250
+40
| +19% | +$9.12K | 0.01% | 438 |
|
|
2020
Q4 | $46K | Buy |
210
+110
| +110% | +$24.1K | 0.01% | 364 |
|
|
2020
Q3 | $16K | Hold |
100
| – | – | ﹤0.01% | 448 |
|
|
2020
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 506 |
|
|
2020
Q1 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 610 |
|
|
2019
Q4 | – | Sell |
-800
| Closed | -$50K | – | 649 |
|
|
2019
Q3 | $50K | Buy |
+800
| New | +$50K | 0.01% | 313 |
|
|
2018
Q4 | – | Sell |
-50,000
| Closed | -$4.95M | – | 634 |
|
|
2018
Q3 | $4.95M | Sell |
50,000
-115
| -0.2% | -$11.4K | 1.6% | 16 |
|
|
2018
Q2 | $3.09M | Buy |
+50,115
| New | +$3.09M | 1.05% | 18 |
|