EFS
XYZ
Essex Financial Services’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,320
| Closed | -$375K | – | 531 |
|
|
2021
Q4 | $375K | Sell |
2,320
-1,271
| -35% | -$205K | 0.04% | 329 |
|
|
2021
Q3 | $861K | Buy |
3,591
+2,473
| +221% | +$593K | 0.1% | 200 |
|
|
2021
Q2 | $254K | Hold |
1,118
| – | – | 0.04% | 369 |
|
|
2021
Q1 | $254K | Buy |
+1,118
| New | +$254K | 0.05% | 297 |
|