BerganKDV Wealth Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $7.72K | Sell |
116
-47
| -29% | -$3.13K | ﹤0.01% | 573 |
|
|
2023
Q1 | $11.2K | Hold |
163
| – | – | ﹤0.01% | 585 |
|
|
2022
Q4 | $10.2K | Sell |
163
-13
| -7% | -$817 | ﹤0.01% | 572 |
|
|
2022
Q3 | $10K | Sell |
176
-16
| -8% | -$909 | ﹤0.01% | 579 |
|
|
2022
Q2 | $12K | Sell |
192
-16
| -8% | -$1K | ﹤0.01% | 569 |
|
|
2022
Q1 | $28K | Buy |
208
+29
| +16% | +$3.9K | ﹤0.01% | 475 |
|
|
2021
Q4 | $29K | Hold |
179
| – | – | ﹤0.01% | 492 |
|
|
2021
Q3 | $43K | Hold |
179
| – | – | ﹤0.01% | 424 |
|
|
2021
Q2 | $44K | Hold |
179
| – | – | 0.01% | 409 |
|
|
2021
Q1 | $41K | Sell |
179
-190
| -51% | -$43.5K | 0.01% | 395 |
|
|
2020
Q4 | $80K | Buy |
369
+307
| +495% | +$66.6K | 0.01% | 301 |
|
|
2020
Q3 | $10K | Hold |
62
| – | – | ﹤0.01% | 509 |
|
|
2020
Q2 | $7K | Buy |
62
+6
| +11% | +$677 | ﹤0.01% | 599 |
|
|
2020
Q1 | $3K | Buy |
56
+8
| +17% | +$429 | ﹤0.01% | 701 |
|
|
2019
Q4 | $3K | Buy |
+48
| New | +$3K | ﹤0.01% | 730 |
|