Farmers & Merchants Investments Inc’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-70
| Closed | -$4.66K | – | 1819 |
|
|
2023
Q2 | $4.66K | Buy |
+70
| New | +$4.66K | ﹤0.01% | 767 |
|
|
2022
Q3 | – | Sell |
-150
| Closed | -$9K | – | 1790 |
|
|
2022
Q2 | $9K | Hold |
150
| – | – | ﹤0.01% | 747 |
|
|
2022
Q1 | $20K | Hold |
150
| – | – | ﹤0.01% | 590 |
|
|
2021
Q4 | $24K | Buy |
150
+91
| +154% | +$14.6K | ﹤0.01% | 559 |
|
|
2021
Q3 | $14K | Buy |
+59
| New | +$14K | ﹤0.01% | 632 |
|
|
2020
Q3 | – | Sell |
-250
| Closed | -$26K | – | 864 |
|
|
2020
Q2 | $26K | Hold |
250
| – | – | ﹤0.01% | 387 |
|
|
2020
Q1 | $13K | Buy |
+250
| New | +$13K | ﹤0.01% | 459 |
|
|
2018
Q4 | – | Sell |
-500
| Closed | -$50K | – | 842 |
|
|
2018
Q3 | $50K | Hold |
500
| – | – | ﹤0.01% | 324 |
|
|
2018
Q2 | $31K | Hold |
500
| – | – | ﹤0.01% | 379 |
|
|
2018
Q1 | $25K | Hold |
500
| – | – | ﹤0.01% | 398 |
|
|
2017
Q4 | $17K | Buy |
+500
| New | +$17K | ﹤0.01% | 445 |
|