Dixon Hubard Feinour & Brown’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,588
| Closed | -$215K | – | 314 |
|
|
2022
Q1 | $215K | Buy |
1,588
+50
| +3% | +$6.77K | 0.02% | 287 |
|
|
2021
Q4 | $248K | Buy |
1,538
+125
| +9% | +$20.2K | 0.02% | 277 |
|
|
2021
Q3 | $339K | Buy |
1,413
+163
| +13% | +$39.1K | 0.07% | 140 |
|
|
2021
Q2 | $305K | Hold |
1,250
| – | – | 0.06% | 153 |
|
|
2021
Q1 | $284K | Buy |
+1,250
| New | +$284K | 0.04% | 173 |
|