Bingham Osborn & Scarborough’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-13,606
| Closed | -$713K | – | 160 |
|
|
2020
Q1 | $713K | Sell |
13,606
-1,799
| -12% | -$94.3K | 0.07% | 67 |
|
|
2019
Q4 | $964K | Sell |
15,405
-463
| -3% | -$29K | 0.08% | 67 |
|
|
2019
Q3 | $983K | Sell |
15,868
-413
| -3% | -$25.6K | 0.09% | 60 |
|
|
2019
Q2 | $1.18M | Sell |
16,281
-392
| -2% | -$28.4K | 0.11% | 52 |
|
|
2019
Q1 | $1.25M | Buy |
16,673
+141
| +0.9% | +$10.6K | 0.12% | 47 |
|
|
2018
Q4 | $927K | Sell |
16,532
-336
| -2% | -$18.8K | 0.09% | 53 |
|
|
2018
Q3 | $1.67M | Hold |
16,868
| – | – | 0.15% | 38 |
|
|
2018
Q2 | $1.04M | Hold |
16,868
| – | – | 0.1% | 48 |
|
|
2018
Q1 | $830K | Sell |
16,868
-50
| -0.3% | -$2.46K | 0.08% | 57 |
|
|
2017
Q4 | $587K | Buy |
16,918
+50
| +0.3% | +$1.74K | 0.05% | 70 |
|
|
2017
Q3 | $486K | Buy |
+16,868
| New | +$486K | 0.05% | 74 |
|