Canton Hathaway’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,640
| Closed | -$308K | – | 256 |
|
|
2024
Q1 | $308K | Buy |
+3,640
| New | +$308K | 0.08% | 83 |
|
|
2022
Q1 | – | Sell |
-180
| Closed | -$29K | – | 301 |
|
|
2021
Q4 | $29K | Hold |
180
| – | – | 0.01% | 243 |
|
|
2021
Q3 | $43K | Hold |
180
| – | – | 0.01% | 197 |
|
|
2021
Q2 | $44K | Buy |
180
+150
| +500% | +$36.7K | 0.01% | 170 |
|
|
2021
Q1 | $7K | Buy |
+30
| New | +$7K | ﹤0.01% | 270 |
|
|
2019
Q4 | – | Sell |
-1,900
| Closed | -$118K | – | 213 |
|
|
2019
Q3 | $118K | Buy |
+1,900
| New | +$118K | 0.07% | 100 |
|