CWM
XYZ
CMH Wealth Management’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-78,090
| Closed | -$4.89M | – | 60 |
|
|
2019
Q4 | $4.89M | Buy |
78,090
+30,620
| +65% | +$1.92M | 2.51% | 10 |
|
|
2019
Q3 | $2.94M | Buy |
47,470
+605
| +1% | +$37.5K | 1.67% | 25 |
|
|
2019
Q2 | $3.4M | Buy |
46,865
+20,390
| +77% | +$1.48M | 1.99% | 17 |
|
|
2019
Q1 | $1.98M | Buy |
26,475
+350
| +1% | +$26.2K | 1.2% | 38 |
|
|
2018
Q4 | $1.47M | Buy |
+26,125
| New | +$1.47M | 0.88% | 47 |
|