Bedel Financial Consulting’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-274
| Closed | -$37K | – | 956 |
|
|
2022
Q1 | $37K | Sell |
274
-50
| -15% | -$6.75K | 0.01% | 448 |
|
|
2021
Q4 | $52K | Sell |
324
-25
| -7% | -$4.01K | 0.02% | 390 |
|
|
2021
Q3 | $84K | Hold |
349
| – | – | 0.03% | 306 |
|
|
2021
Q2 | $85K | Buy |
349
+93
| +36% | +$22.7K | 0.03% | 301 |
|
|
2021
Q1 | $58K | Buy |
256
+36
| +16% | +$8.16K | 0.02% | 345 |
|
|
2020
Q4 | $48K | Hold |
220
| – | – | 0.02% | 322 |
|
|
2020
Q3 | $36K | Sell |
220
-105
| -32% | -$17.2K | 0.02% | 348 |
|
|
2020
Q2 | $34K | Sell |
325
-5
| -2% | -$523 | 0.02% | 331 |
|
|
2020
Q1 | $17K | Buy |
330
+230
| +230% | +$11.8K | 0.01% | 407 |
|
|
2019
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 577 |
|
|
2019
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 561 |
|
|
2019
Q2 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 537 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$6K | – | 725 |
|
|
2018
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 537 |
|
|
2018
Q1 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 554 |
|