Belmont Capital’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 |
-34
| Closed | -$2.19K | – | 211 |
|
2024
Q2 | $2.19K | Hold |
34
| – | – | ﹤0.01% | 191 |
|
2024
Q1 | $2.88K | Hold |
34
| – | – | ﹤0.01% | 177 |
|
2023
Q4 | $2.63K | Hold |
34
| – | – | ﹤0.01% | 156 |
|
2023
Q3 | $1.51K | Hold |
34
| – | – | ﹤0.01% | 162 |
|
2023
Q2 | $2.26K | Hold |
34
| – | – | ﹤0.01% | 169 |
|
2023
Q1 | $2.33K | Hold |
34
| – | – | ﹤0.01% | 123 |
|
2022
Q4 | $2K | Hold |
34
| – | – | ﹤0.01% | 129 |
|
2022
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 121 |
|
2022
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 70 |
|
2022
Q1 | $5K | Hold |
34
| – | – | 0.01% | 59 |
|
2021
Q4 | $5K | Sell |
34
-16
| -32% | -$2.35K | ﹤0.01% | 61 |
|
2021
Q3 | $12K | Buy |
+50
| New | +$12K | 0.01% | 53 |
|