Financial Synergies Wealth Advisors’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 | – | Sell |
-98
| Closed | -$8.29K | – | 500 |
|
|
2024
Q1 | $8.29K | Sell |
98
-22
| -18% | -$1.86K | ﹤0.01% | 261 |
|
|
2023
Q4 | $7.54K | Buy |
120
+22
| +22% | +$1.38K | ﹤0.01% | 199 |
|
|
2023
Q3 | $4.34K | Hold |
98
| – | – | ﹤0.01% | 271 |
|
|
2023
Q2 | $6.52K | Sell |
98
-22
| -18% | -$1.47K | ﹤0.01% | 250 |
|
|
2023
Q1 | $8.24K | Hold |
120
| – | – | ﹤0.01% | 241 |
|
|
2022
Q4 | $7.54K | Sell |
120
-378
| -76% | -$23.8K | ﹤0.01% | 199 |
|
|
2022
Q3 | $27.4K | Hold |
498
| – | – | ﹤0.01% | 114 |
|
|
2022
Q2 | $30.6K | Buy |
+498
| New | +$30.6K | 0.01% | 120 |
|