Financial Engines Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-15,323
| Closed | -$3.74M | – | 288 |
|
|
2021
Q2 | $3.74M | Sell |
15,323
-48
| -0.3% | -$11.7K | 0.01% | 65 |
|
|
2021
Q1 | $3.49M | Sell |
15,371
-4,983
| -24% | -$1.13M | 0.01% | 78 |
|
|
2020
Q4 | $4.43M | Sell |
20,354
-98
| -0.5% | -$21.3K | 0.02% | 73 |
|
|
2020
Q3 | $3.32M | Sell |
20,452
-497
| -2% | -$80.8K | 0.01% | 77 |
|
|
2020
Q2 | $2.2M | Buy |
+20,949
| New | +$2.2M | 0.01% | 77 |
|