Blue Bell Private 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
Q1 | – | Sell |
-40
| Closed | -$2.51K | – | 707 |
|
|
2022
Q4 | $2.51K | Sell |
40
-15
| -27% | -$943 | ﹤0.01% | 546 |
|
|
2022
Q3 | $3K | Sell |
55
-10
| -15% | -$545 | ﹤0.01% | 568 |
|
|
2022
Q2 | $4K | Hold |
65
| – | – | ﹤0.01% | 569 |
|
|
2022
Q1 | $9K | Sell |
65
-45
| -41% | -$6.23K | ﹤0.01% | 444 |
|
|
2021
Q4 | $18K | Buy |
+110
| New | +$18K | ﹤0.01% | 316 |
|