Disciplined Investments’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-72
| Closed | -$4.79K | – | 1624 |
|
|
2023
Q2 | $4.79K | Buy |
72
+3
| +4% | +$200 | ﹤0.01% | 429 |
|
|
2023
Q1 | $4.74K | Buy |
69
+7
| +11% | +$481 | ﹤0.01% | 447 |
|
|
2022
Q4 | $3.9K | Sell |
62
-2
| -3% | -$126 | ﹤0.01% | 440 |
|
|
2022
Q3 | $4K | Sell |
64
-5
| -7% | -$313 | ﹤0.01% | 480 |
|
|
2022
Q2 | $4K | Buy |
69
+3
| +5% | +$174 | ﹤0.01% | 501 |
|
|
2022
Q1 | $9K | Buy |
66
+28
| +74% | +$3.82K | ﹤0.01% | 386 |
|
|
2021
Q4 | $6K | Hold |
38
| – | – | ﹤0.01% | 388 |
|
|
2021
Q3 | $9K | Hold |
38
| – | – | ﹤0.01% | 311 |
|
|
2021
Q2 | $9K | Buy |
38
+3
| +9% | +$711 | ﹤0.01% | 308 |
|
|
2021
Q1 | $8K | Buy |
35
+10
| +40% | +$2.29K | ﹤0.01% | 272 |
|
|
2020
Q4 | $5K | Sell |
25
-15
| -38% | -$3K | ﹤0.01% | 258 |
|
|
2020
Q3 | $7K | Buy |
40
+25
| +167% | +$4.38K | 0.01% | 282 |
|
|
2020
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 363 |
|
|
2020
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 412 |
|
|
2019
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 420 |
|