Credential Qtrade Securities’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-50
| Closed | -$3.87K | – | 402 |
|
|
2023
Q4 | $3.87K | Buy |
+50
| New | +$3.87K | ﹤0.01% | 322 |
|
|
2021
Q2 | – | Sell |
-2
| Closed | -$454 | – | 416 |
|
|
2021
Q1 | $454 | Sell |
2
-707
| -100% | -$160K | ﹤0.01% | 383 |
|
|
2020
Q4 | $154K | Sell |
709
-42
| -6% | -$9.14K | 0.02% | 213 |
|
|
2020
Q3 | $122K | Sell |
751
-605
| -45% | -$98.3K | 0.01% | 213 |
|
|
2020
Q2 | $142K | Buy |
1,356
+78
| +6% | +$8.19K | 0.02% | 191 |
|
|
2020
Q1 | $66.9K | Buy |
+1,278
| New | +$66.9K | 0.01% | 199 |
|