Certified Advisory Corp’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-607
| Closed | -$138K | – | 765 |
|
|
2021
Q1 | $138K | Buy |
+607
| New | +$138K | 0.04% | 220 |
|
|
2020
Q2 | $77K | Buy |
732
+150
| +26% | +$15.8K | 0.03% | 248 |
|
|
2020
Q1 | $30K | Buy |
582
+200
| +52% | +$10.3K | 0.01% | 351 |
|
|
2019
Q4 | $24K | Hold |
382
| – | – | 0.01% | 449 |
|
|
2019
Q3 | $24K | Hold |
382
| – | – | 0.01% | 455 |
|
|
2019
Q2 | $28K | Hold |
382
| – | – | 0.01% | 424 |
|
|
2019
Q1 | $29K | Hold |
382
| – | – | 0.01% | 383 |
|
|
2018
Q4 | $21K | Hold |
382
| – | – | 0.01% | 426 |
|
|
2018
Q3 | $38K | Hold |
382
| – | – | 0.02% | 328 |
|
|
2018
Q2 | $24K | Hold |
382
| – | – | 0.01% | 396 |
|
|
2018
Q1 | $18K | Hold |
382
| – | – | 0.01% | 434 |
|
|
2017
Q4 | $13K | Buy |
+382
| New | +$13K | 0.01% | 440 |
|