Delos Wealth Advisors’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 |
-10
| Closed | -$846 | – | 354 |
|
|
2024
Q1 | $846 | Sell |
10
-2
| -17% | -$169 | ﹤0.01% | 266 |
|
|
2023
Q4 | $929 | Hold |
12
| – | – | ﹤0.01% | 196 |
|
|
2023
Q3 | $692 | Hold |
12
| – | – | ﹤0.01% | 254 |
|
|
2023
Q2 | $799 | Hold |
12
| – | – | ﹤0.01% | 236 |
|
|
2023
Q1 | $824 | Hold |
12
| – | – | ﹤0.01% | 240 |
|
|
2022
Q4 | $754 | Hold |
12
| – | – | ﹤0.01% | 254 |
|
|
2022
Q3 | $1K | Buy |
12
+2
| +20% | +$167 | ﹤0.01% | 285 |
|
|
2022
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 227 |
|
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 246 |
|
|
2021
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 395 |
|
|
2021
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 158 |
|
|
2021
Q2 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 151 |
|