Clearview Wealth Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-50
| Closed | -$3.33K | – | 683 |
|
|
2023
Q2 | $3.33K | Buy |
50
+1
| +2% | +$67 | ﹤0.01% | 473 |
|
|
2023
Q1 | $3.36K | Buy |
49
+3
| +7% | +$206 | ﹤0.01% | 469 |
|
|
2022
Q4 | $2.89K | Sell |
46
-3
| -6% | -$189 | ﹤0.01% | 452 |
|
|
2022
Q3 | $3K | Sell |
49
-92
| -65% | -$5.63K | ﹤0.01% | 475 |
|
|
2022
Q2 | $9K | Sell |
141
-13
| -8% | -$830 | 0.01% | 376 |
|
|
2022
Q1 | $21K | Buy |
154
+13
| +9% | +$1.77K | 0.01% | 298 |
|
|
2021
Q4 | $23K | Buy |
141
+18
| +15% | +$2.94K | 0.01% | 317 |
|
|
2021
Q3 | $30K | Buy |
123
+1
| +0.8% | +$244 | 0.02% | 287 |
|
|
2021
Q2 | $30K | Sell |
122
-20
| -14% | -$4.92K | 0.02% | 294 |
|
|
2021
Q1 | $32K | Buy |
142
+33
| +30% | +$7.44K | 0.02% | 279 |
|
|
2020
Q4 | $24K | Buy |
+109
| New | +$24K | 0.02% | 286 |
|