First Allied Advisory Services’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.44M | Sell |
15,035
-4,325
| -22% | -$703K | 0.08% | 248 |
|
|
2020
Q2 | $2.03M | Sell |
19,360
-7,788
| -29% | -$817K | 0.08% | 268 |
|
|
2020
Q1 | $1.42M | Buy |
27,148
+5,454
| +25% | +$286K | 0.06% | 316 |
|
|
2019
Q4 | $1.37M | Sell |
21,694
-1,964
| -8% | -$124K | 0.05% | 385 |
|
|
2019
Q3 | $1.46M | Buy |
23,658
+3,008
| +15% | +$186K | 0.05% | 371 |
|
|
2019
Q2 | $1.5M | Buy |
20,650
+5,029
| +32% | +$365K | 0.05% | 366 |
|
|
2019
Q1 | $1.16M | Sell |
15,621
-3,431
| -18% | -$255K | 0.04% | 421 |
|
|
2018
Q4 | $1.07M | Buy |
19,052
+11,749
| +161% | +$660K | 0.04% | 404 |
|
|
2018
Q3 | $729K | Sell |
7,303
-353
| -5% | -$35.2K | 0.03% | 577 |
|
|
2018
Q2 | $467K | Sell |
7,656
-5,251
| -41% | -$320K | 0.02% | 702 |
|
|
2018
Q1 | $623K | Sell |
12,907
-19,047
| -60% | -$919K | 0.02% | 593 |
|
|
2017
Q4 | $1.09M | Sell |
31,954
-329
| -1% | -$11.3K | 0.04% | 424 |
|
|
2017
Q3 | $940K | Buy |
+32,283
| New | +$940K | 0.04% | 434 |
|