FAM
XYZ
Formidable Asset Management’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-831
| Closed | -$203K | – | 388 |
|
|
2021
Q2 | $203K | Buy |
+831
| New | +$203K | 0.04% | 287 |
|
|
2021
Q1 | – | Sell |
-1,727
| Closed | -$378K | – | 317 |
|
|
2020
Q4 | $378K | Sell |
1,727
-75
| -4% | -$16.4K | 0.09% | 180 |
|
|
2020
Q3 | $298K | Sell |
1,802
-3,742
| -67% | -$619K | 0.09% | 179 |
|
|
2020
Q2 | $660K | Buy |
+5,544
| New | +$660K | 0.19% | 103 |
|
|
2019
Q3 | – | Sell |
-4,000
| Closed | -$311K | – | 237 |
|
|
2019
Q2 | $311K | Buy |
+4,000
| New | +$311K | 0.11% | 154 |
|