Clear Perspective Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $393K | Sell |
2,434
-148
| -6% | -$23.9K | 0.12% | 115 |
|
|
2021
Q3 | $619K | Sell |
2,582
-74
| -3% | -$17.7K | 0.21% | 78 |
|
|
2021
Q2 | $648K | Sell |
2,656
-290
| -10% | -$70.8K | 0.22% | 77 |
|
|
2021
Q1 | $669K | Buy |
2,946
+137
| +5% | +$31.1K | 0.26% | 72 |
|
|
2020
Q4 | $611K | Sell |
2,809
-23
| -0.8% | -$5K | 0.25% | 75 |
|
|
2020
Q3 | $2.22K | Buy |
2,832
+46
| +2% | +$36 | 1.04% | 19 |
|
|
2020
Q2 | $292K | Buy |
+2,786
| New | +$292K | 0.16% | 97 |
|
|
2018
Q3 | – | Sell |
-500
| Closed | -$31K | – | 462 |
|
|
2018
Q2 | $31K | Hold |
500
| – | – | 0.02% | 283 |
|
|
2018
Q1 | $25K | Buy |
+500
| New | +$25K | 0.02% | 291 |
|