Cetera Advisors’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.78M | Buy |
32,843
+16,492
| +101% | +$1.19M | 0.02% | 670 |
|
|
2023
Q4 | $1.26M | Sell |
16,351
-1,857
| -10% | -$105K | 0.02% | 680 |
|
|
2023
Q3 | $806K | Sell |
18,208
-1,386
| -7% | -$85.8K | 0.01% | 817 |
|
|
2023
Q2 | $1.3M | Buy |
19,594
+215
| +1% | +$13.4K | 0.02% | 623 |
|
|
2023
Q1 | $1.33M | Buy |
19,379
+338
| +2% | +$25.3K | 0.02% | 589 |
|
|
2022
Q4 | $1.2M | Buy |
19,041
+626
| +3% | +$38.6K | 0.02% | 597 |
|
|
2022
Q3 | $1.01M | Buy |
18,415
+4,652
| +34% | +$329K | 0.03% | 530 |
|
|
2022
Q2 | $846K | Sell |
13,763
-1,795
| -12% | -$164K | 0.02% | 631 |
|
|
2022
Q1 | $2.11M | Buy |
15,558
+627
| +4% | +$75.9K | 0.04% | 401 |
|
|
2021
Q4 | $2.41M | Sell |
14,931
-3,388
| -18% | -$734K | 0.05% | 355 |
|
|
2021
Q3 | $4.39M | Buy |
18,319
+4,414
| +32% | +$1.13M | 0.09% | 242 |
|
|
2021
Q2 | $3.39M | Buy |
13,905
+1,460
| +12% | +$339K | 0.08% | 251 |
|
|
2021
Q1 | $2.83M | Sell |
12,445
-794
| -6% | -$186K | 0.08% | 251 |
|
|
2020
Q4 | $2.88M | Buy |
13,239
+403
| +3% | +$78.6K | 0.09% | 207 |
|
|
2020
Q3 | $2.09M | Buy |
12,836
+886
| +7% | +$125K | 0.08% | 238 |
|
|
2020
Q2 | $1.25M | Sell |
11,950
-1,227
| -9% | -$93.9K | 0.05% | 313 |
|
|
2020
Q1 | $690K | Sell |
13,177
-1,339
| -9% | -$91.6K | 0.04% | 390 |
|
|
2019
Q4 | $904K | Sell |
14,516
-25,459
| -64% | -$1.63M | 0.04% | 396 |
|
|
2019
Q3 | $2.47M | Buy |
39,975
+23,971
| +150% | +$1.63M | 0.11% | 186 |
|
|
2019
Q2 | $1.16M | Sell |
16,004
-520
| -3% | -$36.3K | 0.05% | 338 |
|
|
2019
Q1 | $1.22M | Buy |
16,524
+1,548
| +10% | +$112K | 0.06% | 296 |
|
|
2018
Q4 | $843K | Buy |
14,976
+3,740
| +33% | +$264K | 0.05% | 344 |
|
|
2018
Q3 | $1.1M | Sell |
11,236
-92
| -0.8% | -$7.1K | 0.05% | 328 |
|
|
2018
Q2 | $694K | Buy |
11,328
+1,088
| +11% | +$59.8K | 0.04% | 412 |
|
|
2018
Q1 | $501K | Buy |
10,240
+2,845
| +38% | +$131K | 0.03% | 473 |
|
|
2017
Q4 | $254K | Buy |
+7,395
| New | +$271K | 0.02% | 638 |
|
Other funds holding XYZ
AIM
