Dowling & Yahnke’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 |
-2,289
| Closed | -$310K | – | 392 |
|
|
2022
Q1 | $310K | Buy |
2,289
+242
| +12% | +$32.8K | 0.01% | 310 |
|
|
2021
Q4 | $331K | Buy |
2,047
+70
| +4% | +$11.3K | 0.02% | 306 |
|
|
2021
Q3 | $474K | Buy |
1,977
+102
| +5% | +$24.5K | 0.03% | 269 |
|
|
2021
Q2 | $457K | Buy |
1,875
+605
| +48% | +$147K | 0.03% | 266 |
|
|
2021
Q1 | $288K | Buy |
1,270
+20
| +2% | +$4.54K | 0.02% | 298 |
|
|
2020
Q4 | $272K | Buy |
+1,250
| New | +$272K | 0.02% | 292 |
|