Buckingham Strategic Wealth’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,024
| Closed | -$246K | – | 631 |
|
|
2021
Q3 | $246K | Buy |
1,024
+157
| +18% | +$37.7K | 0.01% | 513 |
|
|
2021
Q2 | $211K | Sell |
867
-191
| -18% | -$46.5K | 0.01% | 556 |
|
|
2021
Q1 | $240K | Buy |
+1,058
| New | +$240K | 0.01% | 478 |
|
|
2020
Q2 | – | Sell |
-3,887
| Closed | -$204K | – | 488 |
|
|
2020
Q1 | $204K | Buy |
3,887
+297
| +8% | +$15.6K | 0.02% | 423 |
|
|
2019
Q4 | $225K | Buy |
+3,590
| New | +$225K | 0.02% | 416 |
|
|
2019
Q3 | – | Sell |
-3,245
| Closed | -$235K | – | 456 |
|
|
2019
Q2 | $235K | Buy |
3,245
+135
| +4% | +$9.78K | 0.03% | 388 |
|
|
2019
Q1 | $233K | Buy |
+3,110
| New | +$233K | 0.03% | 357 |
|
|
2018
Q4 | – | Sell |
-3,054
| Closed | -$302K | – | 390 |
|
|
2018
Q3 | $302K | Buy |
+3,054
| New | +$302K | 0.05% | 270 |
|