CAMG
XYZ
CWA Asset Management Group’s Block, Inc. XYZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-2,599
| Closed | -$352K | – | 337 |
|
2022
Q1 | $352K | Sell |
2,599
-10
| -0.4% | -$1.35K | 0.03% | 220 |
|
2021
Q4 | $421K | Sell |
2,609
-300
| -10% | -$48.4K | 0.03% | 202 |
|
2021
Q3 | $698K | Buy |
2,909
+336
| +13% | +$80.6K | 0.06% | 155 |
|
2021
Q2 | $622K | Sell |
2,573
-98
| -4% | -$23.7K | 0.05% | 164 |
|
2021
Q1 | $606K | Sell |
2,671
-438
| -14% | -$99.4K | 0.06% | 158 |
|
2020
Q4 | $677K | Buy |
3,109
+389
| +14% | +$84.7K | 0.07% | 143 |
|
2020
Q3 | $442K | Hold |
2,720
| – | – | 0.06% | 148 |
|
2020
Q2 | $285K | Buy |
+2,720
| New | +$285K | 0.05% | 167 |
|