Endurance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $63K | Buy |
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|
2022
Q3 | $53K | Buy |
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|
2022
Q2 | $41K | Hold |
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|
2022
Q1 | $89K | Buy |
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|
2021
Q4 | $10K | Sell |
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|
2021
Q3 | $86K | Hold |
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|
2021
Q2 | $87K | Hold |
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|
2021
Q1 | $82K | Buy |
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|
2020
Q4 | $65K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $52K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $123K | Hold |
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|
2018
Q1 | $98K | Hold |
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|
2017
Q4 | $69K | Sell |
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|
2017
Q3 | $72K | Hold |
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|
2017
Q2 | $59K | Hold |
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|
2017
Q1 | $43K | Hold |
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|
2016
Q4 | $34K | Hold |
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|
2016
Q3 | $29K | Hold |
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|
2016
Q2 | $23K | Buy |
|