Capital Wealth Alliance’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,462
| Closed | -$236K | – | 154 |
|
|
2021
Q4 | $236K | Sell |
1,462
-1,409
| -49% | -$227K | 0.14% | 123 |
|
|
2021
Q3 | $714K | Sell |
2,871
-28
| -1% | -$6.96K | 0.43% | 66 |
|
|
2021
Q2 | $677K | Buy |
2,899
+65
| +2% | +$15.2K | 0.43% | 66 |
|
|
2021
Q1 | $643K | Buy |
2,834
+1,471
| +108% | +$334K | 0.43% | 69 |
|
|
2020
Q4 | $310K | Buy |
+1,363
| New | +$310K | 0.23% | 87 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 96 |
|
|
2020
Q1 | – | Sell |
-1,675
| Closed | -$125K | – | 364 |
|
|
2019
Q4 | $125K | Buy |
+1,675
| New | +$125K | 0.1% | 98 |
|