CWS
XYZ
Cypress Wealth Services’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,639
| Closed | -$222K | – | 261 |
|
|
2022
Q1 | $222K | Sell |
1,639
-416
| -20% | -$56.3K | 0.06% | 217 |
|
|
2021
Q4 | $332K | Sell |
2,055
-169
| -8% | -$27.3K | 0.09% | 163 |
|
|
2021
Q3 | $533K | Sell |
2,224
-1,158
| -34% | -$278K | 0.16% | 101 |
|
|
2021
Q2 | $825K | Sell |
3,382
-125
| -4% | -$30.5K | 0.23% | 81 |
|
|
2021
Q1 | $796K | Sell |
3,507
-7
| -0.2% | -$1.59K | 0.17% | 105 |
|
|
2020
Q4 | $765K | Buy |
+3,514
| New | +$765K | 0.17% | 99 |
|
|
2020
Q3 | – | Sell |
-3,218
| Closed | -$338K | – | 266 |
|
|
2020
Q2 | $338K | Buy |
+3,218
| New | +$338K | 0.08% | 188 |
|