Cravens & Co Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,511
| Closed | -$355K | – | 70 |
|
|
2024
Q2 | $355K | Buy |
5,511
+362
| +7% | +$23.3K | 0.26% | 54 |
|
|
2024
Q1 | $436K | Sell |
5,149
-142
| -3% | -$12K | 0.36% | 48 |
|
|
2023
Q4 | $409K | Sell |
5,291
-15
| -0.3% | -$1.16K | 0.35% | 48 |
|
|
2023
Q3 | $235K | Sell |
5,306
-203
| -4% | -$8.99K | 0.22% | 67 |
|
|
2023
Q2 | $367K | Buy |
5,509
+9
| +0.2% | +$599 | 0.34% | 51 |
|
|
2023
Q1 | $378K | Buy |
5,500
+90
| +2% | +$6.18K | 0.35% | 49 |
|
|
2022
Q4 | $340K | Buy |
+5,410
| New | +$340K | 0.31% | 58 |
|