Csenge Advisory Group’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 |
-2,959
| Closed | -$401K | – | 692 |
|
|
2022
Q1 | $401K | Sell |
2,959
-731
| -20% | -$99.1K | 0.03% | 423 |
|
|
2021
Q4 | $892K | Sell |
3,690
-397
| -10% | -$96K | 0.08% | 220 |
|
|
2021
Q3 | $978K | Buy |
4,087
+397
| +11% | +$95K | 0.08% | 227 |
|
|
2021
Q2 | $892K | Buy |
3,690
+250
| +7% | +$60.4K | 0.08% | 220 |
|
|
2021
Q1 | $900K | Buy |
3,440
+490
| +17% | +$128K | 0.09% | 177 |
|
|
2020
Q4 | $642K | Buy |
2,950
+1,595
| +118% | +$347K | 0.08% | 188 |
|
|
2020
Q3 | $238K | Buy |
+1,355
| New | +$238K | 0.03% | 342 |
|
|
2018
Q4 | – | Sell |
-4
| Closed | – | – | 1554 |
|
|
2018
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1695 |
|