Cornell Pochily Investment Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,570
| Closed | -$213K | – | 173 |
|
|
2022
Q1 | $213K | Buy |
1,570
+100
| +7% | +$13.6K | 0.08% | 161 |
|
|
2021
Q4 | $237K | Hold |
1,470
| – | – | 0.09% | 152 |
|
|
2021
Q3 | $353K | Hold |
1,470
| – | – | 0.15% | 131 |
|
|
2021
Q2 | $358K | Hold |
1,470
| – | – | 0.16% | 129 |
|
|
2021
Q1 | $334K | Hold |
1,470
| – | – | 0.16% | 124 |
|
|
2020
Q4 | $320K | Hold |
1,470
| – | – | 0.15% | 121 |
|
|
2020
Q3 | $239K | Buy |
+1,470
| New | +$239K | 0.14% | 130 |
|