Bensler’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-41,786
| Closed | -$2.78M | – | 161 |
|
|
2023
Q2 | $2.78M | Buy |
41,786
+2,416
| +6% | +$161K | 0.53% | 67 |
|
|
2023
Q1 | $2.7M | Buy |
39,370
+5,365
| +16% | +$368K | 0.55% | 63 |
|
|
2022
Q4 | $2.14M | Buy |
34,005
+4,898
| +17% | +$308K | 0.48% | 63 |
|
|
2022
Q3 | $1.6M | Buy |
29,107
+3,757
| +15% | +$207K | 0.38% | 76 |
|
|
2022
Q2 | $1.56M | Buy |
25,350
+3,971
| +19% | +$244K | 0.37% | 76 |
|
|
2022
Q1 | $2.9M | Buy |
21,379
+3,822
| +22% | +$518K | 0.61% | 54 |
|
|
2021
Q4 | $2.84M | Buy |
+17,557
| New | +$2.84M | 0.79% | 48 |
|