Benjamin F. Edwards & Company’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.09M | Buy |
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|
2024
Q1 | $177K | Buy |
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|
2023
Q4 | $135K | Buy |
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|
2023
Q3 | $63K | Sell |
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|
2023
Q2 | $102K | Sell |
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|
2023
Q1 | $110K | Sell |
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|
2022
Q4 | $107K | Sell |
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|
2022
Q3 | $98K | Sell |
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|
2022
Q2 | $231K | Sell |
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|
2022
Q1 | $579K | Sell |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $476K | Buy |
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|
2021
Q2 | $435K | Buy |
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|
2021
Q1 | $383K | Buy |
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|
2020
Q4 | $360K | Sell |
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|
2020
Q3 | $407K | Sell |
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|
2020
Q2 | $418K | Sell |
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|
2020
Q1 | $247K | Sell |
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|
2019
Q4 | $451K | Buy |
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|
2019
Q3 | $406K | Buy |
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|
2019
Q2 | $237K | Buy |
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|
2019
Q1 | $129K | Sell |
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|
2018
Q4 | $127K | Buy |
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|
2018
Q3 | $189K | Sell |
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|
2018
Q2 | $138K | Buy |
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|
2018
Q1 | $103K | Sell |
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|
2017
Q4 | $74K | Sell |
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|
2017
Q3 | $71K | Buy |
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|
2017
Q2 | $51K | Buy |
|