Executive Wealth Group’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $344K | Buy |
+4,500
| New | +$344K | 0.07% | 51 |
|
|
2022
Q2 | – | Sell |
-1,500
| Closed | -$203K | – | 48 |
|
|
2022
Q1 | $203K | Hold |
1,500
| – | – | 0.13% | 47 |
|
|
2021
Q4 | $242K | Hold |
1,500
| – | – | 0.15% | 46 |
|
|
2021
Q3 | $360K | Hold |
1,500
| – | – | 0.22% | 40 |
|
|
2021
Q2 | $366K | Hold |
1,500
| – | – | 0.22% | 38 |
|
|
2021
Q1 | $341K | Hold |
1,500
| – | – | 0.21% | 40 |
|
|
2020
Q4 | $326K | Hold |
1,500
| – | – | 0.22% | 37 |
|
|
2020
Q3 | $244K | Buy |
+1,500
| New | +$244K | 0.19% | 40 |
|