Beaird Harris 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-84
| Closed | -$5.43K | – | 750 |
|
|
2024
Q2 | $5.43K | Hold |
84
| – | – | ﹤0.01% | 439 |
|
|
2024
Q1 | $7.12K | Hold |
84
| – | – | ﹤0.01% | 361 |
|
|
2023
Q4 | $6.51K | Hold |
84
| – | – | ﹤0.01% | 359 |
|
|
2023
Q3 | $3.73K | Hold |
84
| – | – | ﹤0.01% | 327 |
|
|
2023
Q2 | $5.61K | Hold |
84
| – | – | ﹤0.01% | 311 |
|
|
2023
Q1 | $5.78K | Sell |
84
-55
| -40% | -$3.79K | ﹤0.01% | 309 |
|
|
2022
Q4 | $8.75K | Buy |
139
+55
| +65% | +$3.46K | ﹤0.01% | 339 |
|
|
2022
Q3 | $5K | Buy |
+84
| New | +$5K | ﹤0.01% | 349 |
|
|
2022
Q2 | – | Sell |
-40
| Closed | -$5K | – | 645 |
|
|
2022
Q1 | $5K | Sell |
40
-135
| -77% | -$16.9K | ﹤0.01% | 435 |
|
|
2021
Q4 | $28K | Buy |
+175
| New | +$28K | 0.01% | 292 |
|