Financial Gravity Asset 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
Q2 | – | Hold |
0
| – | -$19 | – | 2586 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1899 |
|
|
2023
Q3 | – | Sell |
-67
| Closed | -$41 | – | 1809 |
|
|
2023
Q2 | $41 | Buy |
+67
| New | +$41 | ﹤0.01% | 1423 |
|
|
2023
Q1 | – | Sell |
-63
| Closed | -$39 | – | 1716 |
|
|
2022
Q4 | $39 | Buy |
+63
| New | +$39 | ﹤0.01% | 1251 |
|
|
2022
Q2 | – | Sell |
-136
| Closed | -$4 | – | 859 |
|
|
2022
Q1 | $4 | Sell |
136
-26
| -16% | -$1 | ﹤0.01% | 832 |
|
|
2021
Q4 | $8 | Buy |
+162
| New | +$8 | ﹤0.01% | 875 |
|
|
2021
Q3 | – | Hold |
0
| – | -$244K | – | 151 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 149 |
|
|
2020
Q2 | – | Sell |
-400
| Closed | -$21 | – | 975 |
|
|
2020
Q1 | $21 | Buy |
400
+200
| +100% | +$11 | ﹤0.01% | 1006 |
|
|
2019
Q4 | $13K | Hold |
200
| – | – | 0.01% | 1142 |
|
|
2019
Q3 | $12K | Hold |
200
| – | – | 0.01% | 586 |
|
|
2019
Q2 | $15K | Hold |
200
| – | – | 0.01% | 521 |
|
|
2019
Q1 | $15K | Buy |
+200
| New | +$15K | 0.01% | 488 |
|