Cornerstone Advisory’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 |
-1,914
| Closed | -$309K | – | 823 |
|
|
2021
Q4 | $309K | Buy |
1,914
+944
| +97% | +$152K | 0.04% | 206 |
|
|
2021
Q3 | $233K | Hold |
970
| – | – | 0.04% | 205 |
|
|
2021
Q2 | $236K | Buy |
970
+10
| +1% | +$2.43K | 0.04% | 198 |
|
|
2021
Q1 | $218K | Sell |
960
-210
| -18% | -$47.7K | 0.04% | 194 |
|
|
2020
Q4 | $255K | Buy |
+1,170
| New | +$255K | 0.05% | 185 |
|