Elite Wealth Management’s Block Inc XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
2022
Q3
$216K Sell
2022
Q2
$247K Sell
2022
Q1
$568K Buy
2021
Q4
$612K Buy
2021
Q3
$414K Buy
2021
Q2
$418 Buy
2021
Q1
$370 Buy
2020
Q4
$253K Buy
2016
Q3
$3K Buy