CHJWM
XYZ
Carlton Hofferkamp & Jenks Wealth Management’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,959
| Closed | -$241K | – | 141 |
|
|
2022
Q1 | $241K | Buy |
1,959
+220
| +13% | +$27.1K | 0.1% | 130 |
|
|
2021
Q4 | $201K | Sell |
1,739
-705
| -29% | -$81.5K | 0.08% | 133 |
|
|
2021
Q3 | $579K | Buy |
2,444
+759
| +45% | +$180K | 0.23% | 91 |
|
|
2021
Q2 | $400K | Buy |
+1,685
| New | +$400K | 0.17% | 100 |
|