CFM Wealth Partners’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
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $520K | Sell |
|
|||||
|
2024
Q1 | $704K | Sell |
|
|||||
|
2023
Q4 | $679K | Sell |
|
|||||
|
2023
Q3 | $396K | Sell |
|
|||||
|
2023
Q2 | $1.3M | Sell |
|
|||||
|
2023
Q1 | $1.36M | Buy |
|
|||||
|
2022
Q4 | $1.22M | Sell |
|
|||||
|
2022
Q3 | $1.1M | Buy |
|
|||||
|
2022
Q2 | $1.18M | Sell |
|
|||||
|
2022
Q1 | $2.66M | Sell |
|
|||||
|
2021
Q4 | $3.35M | Buy |
|
|||||
|
2021
Q3 | $4.58M | Buy |
|
|||||
|
2021
Q2 | $4.44M | Buy |
|
|||||
|
2021
Q1 | $3.69M | Sell |
|
|||||
|
2020
Q4 | $3.56M | Buy |
|
|||||
|
2020
Q3 | $1.97M | Buy |
|
|||||
|
2020
Q2 | $1.13M | Buy |
|
|||||
|
2020
Q1 | $553K | Buy |
|
|||||
|
2019
Q4 | $691K | Buy |
|