Catamount 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $11K | Hold |
150
| – | – | 0.01% | 140 |
|
|
2018
Q4 | $11K | Buy |
150
+50
| +50% | +$3.67K | 0.01% | 131 |
|
|
2018
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 146 |
|
|
2018
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 154 |
|
|
2018
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 160 |
|
|
2017
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 173 |
|
|
2017
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 168 |
|
|
2017
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 163 |
|
|
2017
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 165 |
|
|
2016
Q4 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 161 |
|