Founders Financial Securities’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,132
| Closed | -$271K | – | 283 |
|
|
2021
Q3 | $271K | Sell |
1,132
-886
| -44% | -$212K | 0.05% | 223 |
|
|
2021
Q2 | $492K | Buy |
2,018
+1,135
| +129% | +$277K | 0.1% | 177 |
|
|
2021
Q1 | $200K | Sell |
883
-410
| -32% | -$92.9K | 0.05% | 251 |
|
|
2020
Q4 | $281K | Buy |
+1,293
| New | +$281K | 0.07% | 174 |
|
|
2020
Q3 | – | Sell |
-2,451
| Closed | -$298K | – | 204 |
|
|
2020
Q2 | $298K | Buy |
+2,451
| New | +$298K | 0.1% | 128 |
|