CV Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,420
| Closed | -$243K | – | 25 |
|
|
2022
Q3 | $243K | Sell |
4,420
-811
| -16% | -$44.6K | 0.24% | 22 |
|
|
2022
Q2 | $323K | Sell |
5,231
-3,358
| -39% | -$207K | 0.31% | 19 |
|
|
2022
Q1 | $1.17M | Sell |
8,589
-849
| -9% | -$115K | 0.82% | 15 |
|
|
2021
Q4 | $1.52M | Buy |
+9,438
| New | +$1.52M | 0.87% | 19 |
|