Cooper Financial Group’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,391
| Closed | -$225K | – | 276 |
|
|
2021
Q4 | $225K | Sell |
1,391
-100
| -7% | -$16.2K | 0.08% | 209 |
|
|
2021
Q3 | $358K | Sell |
1,491
-239
| -14% | -$57.4K | 0.07% | 167 |
|
|
2021
Q2 | $422K | Buy |
1,730
+72
| +4% | +$17.6K | 0.09% | 140 |
|
|
2021
Q1 | $376K | Sell |
1,658
-848
| -34% | -$192K | 0.08% | 155 |
|
|
2020
Q4 | $545K | Buy |
2,506
+323
| +15% | +$70.2K | 0.11% | 146 |
|
|
2020
Q3 | $355K | Sell |
2,183
-33
| -1% | -$5.37K | 0.1% | 138 |
|
|
2020
Q2 | $233K | Buy |
+2,216
| New | +$233K | 0.08% | 165 |
|