Connectus Wealth’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,500
| Closed | -$247K | – | 526 |
|
|
2022
Q3 | $247K | Sell |
4,500
-20
| -0.4% | -$1.1K | 0.01% | 461 |
|
|
2022
Q2 | $278K | Sell |
4,520
-282
| -6% | -$17.3K | 0.01% | 389 |
|
|
2022
Q1 | $776K | Sell |
4,802
-14
| -0.3% | -$2.26K | 0.02% | 272 |
|
|
2021
Q4 | $778K | Buy |
+4,816
| New | +$778K | 0.03% | 237 |
|