Cedar 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 |
-40
| Closed | -$2.69K | – | 269 |
|
|
2024
Q3 | $2.69K | Hold |
40
| – | – | ﹤0.01% | 243 |
|
|
2024
Q2 | $2.58K | Hold |
40
| – | – | ﹤0.01% | 275 |
|
|
2024
Q1 | $3.38K | Hold |
40
| – | – | ﹤0.01% | 299 |
|
|
2023
Q4 | $3.09K | Hold |
40
| – | – | ﹤0.01% | 252 |
|
|
2023
Q3 | $1.77K | Hold |
40
| – | – | ﹤0.01% | 265 |
|
|
2023
Q2 | $2.66K | Hold |
40
| – | – | ﹤0.01% | 270 |
|
|
2023
Q1 | $2.75K | Hold |
40
| – | – | ﹤0.01% | 267 |
|
|
2022
Q4 | $2.51K | Sell |
40
-12
| -23% | -$754 | ﹤0.01% | 267 |
|
|
2022
Q3 | $3K | Hold |
52
| – | – | ﹤0.01% | 298 |
|
|
2022
Q2 | $3K | Hold |
52
| – | – | ﹤0.01% | 312 |
|
|
2022
Q1 | $7K | Hold |
52
| – | – | ﹤0.01% | 311 |
|
|
2021
Q4 | $8K | Buy |
+52
| New | +$8K | ﹤0.01% | 300 |
|
|
2018
Q3 | – | Sell |
-52
| Closed | -$3K | – | 235 |
|
|
2018
Q2 | $3K | Buy |
+52
| New | +$3K | ﹤0.01% | 192 |
|