Elmwood Wealth Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-75
| Closed | -$12K | – | 345 |
|
|
2021
Q4 | $12K | Buy |
+75
| New | +$12K | 0.01% | 282 |
|
|
2021
Q2 | $18K | Hold |
75
| – | – | 0.01% | 228 |
|
|
2021
Q1 | $17K | Buy |
+75
| New | +$17K | 0.01% | 227 |
|
|
2020
Q3 | $8K | Hold |
75
| – | – | 0.01% | 198 |
|
|
2020
Q2 | $8K | Buy |
+75
| New | +$8K | 0.01% | 198 |
|
|
2019
Q4 | – | Sell |
-150
| Closed | -$9K | – | 257 |
|
|
2019
Q3 | $9K | Hold |
150
| – | – | 0.01% | 189 |
|
|
2019
Q2 | $11K | Hold |
150
| – | – | 0.01% | 189 |
|
|
2019
Q1 | $11K | Hold |
150
| – | – | 0.01% | 188 |
|
|
2018
Q4 | $8K | Buy |
+150
| New | +$8K | 0.01% | 208 |
|