CarsonAllaria Wealth Management’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 |
-109
| Closed | -$7.32K | – | 402 |
|
|
2024
Q3 | $7.32K | Sell |
109
-27
| -20% | -$1.81K | ﹤0.01% | 284 |
|
|
2024
Q2 | $8.77K | Hold |
136
| – | – | 0.01% | 262 |
|
|
2024
Q1 | $11.5K | Hold |
136
| – | – | 0.01% | 235 |
|
|
2023
Q4 | $10.5K | Hold |
136
| – | – | 0.01% | 213 |
|
|
2023
Q3 | $6.02K | Hold |
136
| – | – | ﹤0.01% | 242 |
|
|
2023
Q2 | $9.05K | Buy |
+136
| New | +$9.05K | 0.01% | 227 |
|