Burney Company’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,996
| Closed | -$1.07M | – | 624 |
|
|
2024
Q3 | $1.07M | Buy |
15,996
+840
| +6% | +$56.4K | 0.04% | 310 |
|
|
2024
Q2 | $977K | Sell |
15,156
-403
| -3% | -$26K | 0.04% | 320 |
|
|
2024
Q1 | $1.32M | Sell |
15,559
-94
| -0.6% | -$7.95K | 0.05% | 294 |
|
|
2023
Q4 | $1.21M | Buy |
+15,653
| New | +$1.21M | 0.05% | 303 |
|