CRA Financial Services’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 |
-2,379
| Closed | -$323K | – | 224 |
|
|
2022
Q1 | $323K | Sell |
2,379
-36
| -1% | -$4.89K | 0.1% | 140 |
|
|
2021
Q4 | $390K | Buy |
2,415
+30
| +1% | +$4.85K | 0.12% | 130 |
|
|
2021
Q3 | $572K | Buy |
2,385
+60
| +3% | +$14.4K | 0.19% | 93 |
|
|
2021
Q2 | $567K | Buy |
2,325
+50
| +2% | +$12.2K | 0.2% | 93 |
|
|
2021
Q1 | $517K | Sell |
2,275
-100
| -4% | -$22.7K | 0.2% | 94 |
|
|
2020
Q4 | $517K | Buy |
2,375
+295
| +14% | +$64.2K | 0.22% | 88 |
|
|
2020
Q3 | $338K | Buy |
+2,080
| New | +$338K | 0.16% | 101 |
|