Burleson & Co’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $17.8K | Sell |
283
-74,077
| -100% | -$4.66M | ﹤0.01% | 231 |
|
|
2022
Q3 | $4.09M | Buy |
74,360
+32
| +0% | +$1.76K | 0.88% | 30 |
|
|
2022
Q2 | $4.57M | Sell |
74,328
-18,298
| -20% | -$1.12M | 0.99% | 29 |
|
|
2022
Q1 | $12.6M | Buy |
92,626
+26,564
| +40% | +$3.6M | 2.02% | 14 |
|
|
2021
Q4 | $10.7M | Buy |
66,062
+65,971
| +72,496% | +$10.7M | 1.55% | 21 |
|
|
2021
Q3 | $22K | Sell |
91
-29
| -24% | -$7.01K | ﹤0.01% | 219 |
|
|
2021
Q2 | $29K | Sell |
120
-31
| -21% | -$7.49K | ﹤0.01% | 216 |
|
|
2021
Q1 | $34K | Buy |
+151
| New | +$34K | 0.01% | 201 |
|