FVWA
XYZ
Foster Victor Wealth Advisors’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,254
| Closed | -$541K | – | 158 |
|
|
2021
Q3 | $541K | Sell |
2,254
-1,200
| -35% | -$288K | 0.09% | 104 |
|
|
2021
Q2 | $842K | Hold |
3,454
| – | – | 0.14% | 92 |
|
|
2021
Q1 | $944K | Buy |
3,454
+2,141
| +163% | +$585K | 0.18% | 88 |
|
|
2020
Q4 | $286K | Sell |
1,313
-700
| -35% | -$152K | 0.07% | 117 |
|
|
2020
Q3 | $327K | Hold |
2,013
| – | – | 0.09% | 106 |
|
|
2020
Q2 | $211K | Sell |
2,013
-4,018
| -67% | -$421K | 0.07% | 114 |
|
|
2020
Q1 | $346K | Buy |
6,031
+1,150
| +24% | +$66K | 0.15% | 77 |
|
|
2019
Q4 | $330K | Hold |
4,881
| – | – | 0.14% | 81 |
|
|
2019
Q3 | $304K | Buy |
4,881
+362
| +8% | +$22.5K | 0.17% | 73 |
|
|
2019
Q2 | $332K | Hold |
4,519
| – | – | 0.24% | 68 |
|
|
2019
Q1 | $339K | Buy |
4,519
+1,500
| +50% | +$113K | 0.26% | 64 |
|
|
2018
Q4 | $169K | Buy |
+3,019
| New | +$169K | 0.16% | 78 |
|