First Personal Financial Services’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $68 | Buy |
+1
| New | +$68 | ﹤0.01% | 565 |
|
|
2019
Q3 | – | Sell |
-360
| Closed | -$26K | – | 772 |
|
|
2019
Q2 | $26K | Sell |
360
-1
| -0.3% | -$72 | 0.01% | 377 |
|
|
2019
Q1 | $27K | Buy |
361
+106
| +42% | +$7.93K | 0.01% | 358 |
|
|
2018
Q4 | $14K | Buy |
255
+118
| +86% | +$6.48K | ﹤0.01% | 432 |
|
|
2018
Q3 | $14K | Buy |
137
+13
| +10% | +$1.33K | ﹤0.01% | 459 |
|
|
2018
Q2 | $8K | Sell |
124
-44
| -26% | -$2.84K | ﹤0.01% | 526 |
|
|
2018
Q1 | $8K | Buy |
+168
| New | +$8K | ﹤0.01% | 845 |
|