Bison Wealth’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,285
| Closed | -$206K | – | 400 |
|
|
2019
Q4 | $206K | Buy |
+3,285
| New | +$206K | 0.1% | 227 |
|
|
2019
Q3 | – | Sell |
-2,795
| Closed | -$203K | – | 246 |
|
|
2019
Q2 | $203K | Buy |
2,795
+77
| +3% | +$5.59K | 0.12% | 215 |
|
|
2019
Q1 | $204K | Buy |
+2,718
| New | +$204K | 0.13% | 206 |
|
|
2018
Q4 | – | Sell |
-2,297
| Closed | -$227K | – | 236 |
|
|
2018
Q3 | $227K | Buy |
+2,297
| New | +$227K | 0.15% | 187 |
|