Bellwether 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
Q1 | – | Hold |
0
| – | – | – | 591 |
|
|
2022
Q4 | – | Sell |
-13
| Closed | – | – | 613 |
|
|
2022
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 558 |
|
|
2022
Q2 | $0 | Hold |
13
| – | – | ﹤0.01% | 607 |
|
|
2022
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 532 |
|
|
2021
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 519 |
|
|
2021
Q3 | $3K | Hold |
13
| – | – | ﹤0.01% | 450 |
|
|
2021
Q2 | $3K | Hold |
13
| – | – | ﹤0.01% | 365 |
|
|
2021
Q1 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 355 |
|