Blue Zone Wealth Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,349
| Closed | -$319K | – | 104 |
|
|
2022
Q1 | $319K | Buy |
2,349
+758
| +48% | +$103K | 0.12% | 77 |
|
|
2021
Q4 | $257K | Sell |
1,591
-196
| -11% | -$31.7K | 0.08% | 90 |
|
|
2021
Q3 | $429K | Buy |
1,787
+202
| +13% | +$48.5K | 0.15% | 81 |
|
|
2021
Q2 | $386K | Hold |
1,585
| – | – | 0.14% | 74 |
|
|
2021
Q1 | $360K | Sell |
1,585
-51
| -3% | -$11.6K | 0.15% | 70 |
|
|
2020
Q4 | $356K | Hold |
1,636
| – | – | 0.17% | 62 |
|
|
2020
Q3 | $266K | Buy |
+1,636
| New | +$266K | 0.15% | 65 |
|