Brewin Dolphin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $11K | Hold |
175
| – | – | ﹤0.01% | 282 |
|
|
2022
Q1 | $24K | Sell |
175
-45
| -20% | -$6.17K | ﹤0.01% | 236 |
|
|
2021
Q4 | $36K | Buy |
220
+45
| +26% | +$7.36K | ﹤0.01% | 219 |
|
|
2021
Q3 | $42K | Hold |
175
| – | – | ﹤0.01% | 210 |
|
|
2021
Q2 | $42.7K | Hold |
175
| – | – | 0.01% | 203 |
|
|
2021
Q1 | $39.7K | Buy |
+175
| New | +$39.7K | 0.01% | 197 |
|