Evermay 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-230
| Closed | -$15.4K | – | 616 |
|
|
2024
Q3 | $15.4K | Hold |
230
| – | – | ﹤0.01% | 414 |
|
|
2024
Q2 | $14.8K | Hold |
230
| – | – | ﹤0.01% | 420 |
|
|
2024
Q1 | $19.5K | Hold |
230
| – | – | ﹤0.01% | 417 |
|
|
2023
Q4 | $17.8K | Hold |
230
| – | – | ﹤0.01% | 398 |
|
|
2023
Q3 | $10.2K | Sell |
230
-181
| -44% | -$8.01K | ﹤0.01% | 425 |
|
|
2023
Q2 | $27.4K | Buy |
411
+60
| +17% | +$3.99K | 0.01% | 356 |
|
|
2023
Q1 | $24.1K | Buy |
351
+21
| +6% | +$1.44K | ﹤0.01% | 356 |
|
|
2022
Q4 | $20.7K | Buy |
330
+100
| +43% | +$6.28K | ﹤0.01% | 364 |
|
|
2022
Q3 | $13K | Hold |
230
| – | – | ﹤0.01% | 376 |
|
|
2022
Q2 | $14K | Sell |
230
-152
| -40% | -$9.25K | ﹤0.01% | 370 |
|
|
2022
Q1 | $52K | Sell |
382
-930
| -71% | -$127K | 0.01% | 300 |
|
|
2021
Q4 | $212K | Buy |
1,312
+1,045
| +391% | +$169K | 0.04% | 165 |
|
|
2021
Q3 | $64K | Sell |
267
-70
| -21% | -$16.8K | 0.01% | 245 |
|
|
2021
Q2 | $82K | Buy |
+337
| New | +$82K | 0.02% | 234 |
|