Cyndeo Wealth Partners’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,207
| Closed | -$610K | – | 419 |
|
|
2024
Q1 | $610K | Buy |
7,207
+41
| +0.6% | +$3.47K | 0.05% | 242 |
|
|
2023
Q4 | $554K | Buy |
7,166
+1,727
| +32% | +$134K | 0.05% | 239 |
|
|
2023
Q3 | $241K | Buy |
5,439
+167
| +3% | +$7.39K | 0.03% | 301 |
|
|
2023
Q2 | $351K | Buy |
5,272
+1,155
| +28% | +$76.9K | 0.04% | 247 |
|
|
2023
Q1 | $283K | Buy |
4,117
+765
| +23% | +$52.5K | 0.03% | 271 |
|
|
2022
Q4 | $211K | Buy |
+3,352
| New | +$211K | 0.02% | 294 |
|