Cetera Advisor Networks’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.68M | Buy |
55,359
+2,302
| +4% | +$195K | 0.02% | 658 |
|
|
2023
Q4 | $4.1M | Sell |
53,057
-1,209
| -2% | -$93.5K | 0.02% | 666 |
|
|
2023
Q3 | $2.4M | Sell |
54,266
-11,109
| -17% | -$492K | 0.02% | 818 |
|
|
2023
Q2 | $4.35M | Sell |
65,375
-1,154
| -2% | -$76.8K | 0.03% | 550 |
|
|
2023
Q1 | $4.57M | Buy |
66,529
+2,809
| +4% | +$193K | 0.03% | 507 |
|
|
2022
Q4 | $4M | Buy |
63,720
+8,102
| +15% | +$509K | 0.03% | 531 |
|
|
2022
Q3 | $3.06M | Buy |
55,618
+8,049
| +17% | +$443K | 0.04% | 456 |
|
|
2022
Q2 | $2.92M | Buy |
47,569
+2,204
| +5% | +$135K | 0.04% | 461 |
|
|
2022
Q1 | $6.15M | Buy |
45,365
+22,755
| +101% | +$3.09M | 0.07% | 268 |
|
|
2021
Q4 | $3.65M | Buy |
22,610
+1,478
| +7% | +$239K | 0.04% | 393 |
|
|
2021
Q3 | $5.07M | Buy |
21,132
+1,406
| +7% | +$337K | 0.07% | 287 |
|
|
2021
Q2 | $4.81M | Buy |
19,726
+6,790
| +52% | +$1.66M | 0.07% | 288 |
|
|
2021
Q1 | $2.94M | Sell |
12,936
-1,077
| -8% | -$245K | 0.06% | 282 |
|
|
2020
Q4 | $3.05M | Sell |
14,013
-192
| -1% | -$41.8K | 0.07% | 251 |
|
|
2020
Q3 | $2.31M | Buy |
14,205
+2,895
| +26% | +$471K | 0.06% | 281 |
|
|
2020
Q2 | $1.19M | Buy |
11,310
+1,218
| +12% | +$128K | 0.03% | 415 |
|
|
2020
Q1 | $529K | Buy |
10,092
+1,440
| +17% | +$75.5K | 0.02% | 595 |
|
|
2019
Q4 | $538K | Sell |
8,652
-761
| -8% | -$47.3K | 0.01% | 709 |
|
|
2019
Q3 | $579K | Buy |
9,413
+527
| +6% | +$32.4K | 0.02% | 642 |
|
|
2019
Q2 | $644K | Buy |
8,886
+1,101
| +14% | +$79.8K | 0.02% | 603 |
|
|
2019
Q1 | $578K | Buy |
+7,785
| New | +$578K | 0.02% | 613 |
|
|
2018
Q4 | – | Sell |
-7,774
| Closed | -$772K | – | 1155 |
|
|
2018
Q3 | $772K | Buy |
7,774
+968
| +14% | +$96.1K | 0.03% | 498 |
|
|
2018
Q2 | $417K | Buy |
6,806
+394
| +6% | +$24.1K | 0.02% | 532 |
|
|
2018
Q1 | $315K | Sell |
6,412
-2,458
| -28% | -$121K | 0.01% | 647 |
|
|
2017
Q4 | $304K | Buy |
+8,870
| New | +$304K | 0.01% | 728 |
|