Cornerstone Advisors (Washington)’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $394K | Buy |
2,424
+561
| +30% | +$91.2K | 0.04% | 57 |
|
|
2020
Q2 | $196K | Buy |
1,863
+318
| +21% | +$33.5K | 0.02% | 103 |
|
|
2020
Q1 | $81K | Buy |
1,545
+1,173
| +315% | +$61.5K | 0.01% | 158 |
|
|
2019
Q4 | $23K | Buy |
372
+168
| +82% | +$10.4K | ﹤0.01% | 333 |
|
|
2019
Q3 | $13K | Buy |
204
+23
| +13% | +$1.47K | ﹤0.01% | 387 |
|
|
2019
Q2 | $13K | Buy |
181
+52
| +40% | +$3.74K | ﹤0.01% | 728 |
|
|
2019
Q1 | $10K | Buy |
129
+77
| +148% | +$5.97K | ﹤0.01% | 725 |
|
|
2018
Q4 | $3K | Sell |
52
-65
| -56% | -$3.75K | ﹤0.01% | 855 |
|
|
2018
Q3 | $12K | Buy |
117
+86
| +277% | +$8.82K | 0.01% | 617 |
|
|
2018
Q2 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 879 |
|