Clarus Wealth Advisors’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-838
| Closed | -$61K | – | 565 |
|
|
2019
Q2 | $61K | Sell |
838
-2,140
| -72% | -$156K | 0.04% | 251 |
|
|
2019
Q1 | $223K | Buy |
+2,978
| New | +$223K | 0.17% | 82 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$10K | – | 723 |
|
|
2018
Q3 | $10K | Hold |
100
| – | – | 0.01% | 544 |
|
|
2018
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 630 |
|